About

Servaas Michielssens, PhD, CFA

Head of Healthcare, Thematic Global Equity

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Servaas Michielssens is the Head of Healthcare at Candriam since 2024. Previously, he was Senior Fund Manager and Biotechnology Analyst with Candriam from 2016 to 2022.   

His other financial experience includes two years in private equity (from 2022), and two years as a risk analyst at Axa. Servaas began his career as a Doctoral Researcher at Katholieke Universiteit Leuven in 2007 and joined Max Planck Institute in Germany as a researcher in 2012.  

Servaas holds a Master in Science and a Ph.D. in Chemistry (Katholieke Universiteit Leuven). He has been a CFA Charterholder since 2018. 

Discover the latest articles by Servaas Michielssens

Servaas Michielssens, ESG, SRI

Pharma tariffs: a complex puzzle

On Sunday, July 27, 2025, the EU and the US successfully concluded a trade agreement, paving the way for strengthened economic relations between the two regions. While initial reports caused some confusion, it now appears that most pharmaceutical products, excluding certain generics, will be subject to a 15% tariff.
ESG, SRI, Healthcare, Servaas Michielssens, Linden Thomson

Time to Re-engage with Healthcare?

Healthcare share prices tend to reflect some trepidation leading up to and shortly after the US presidential elections, yet for the last five elections the sector outperformed in the 12 months following the election.
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