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Precision Oncology Powered by AI: A New Era for Cancer Treatment

Research Paper, Oncology, ESG, SRI, Servaas Michielssens
Have you heard about radiotheranostics? This new field in medicine combines diagnosis and therapy. It involves using specially designed radioactive compounds that can both identify cancer cells and deliver targeted radiation therapy to destroy them. This is one of the latest developments of precision medicine, a domain that offers fascinating prospects in both early detection and specific treatment.
  • 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.
  • Equities, Geoffroy Goenen, Jean-Baptiste Sergeant

    Let’s not neglect European equities!

    Since the US presidential elections, US equities have been on an uptrend driven by a certain optimism, as the expectation of tax cuts and deregulation have fuelled the hope of accelerated corporate earnings growth.
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  • Monthly Coffee Break
Monthly Coffee Break, Asset Allocation

He is back

Donald Trump’s return to the White House will likely bring a clearer picture of how dominant his policy plans will be. Undoubtedly, his rhetoric and his policy decisions will shape and shake the economy and financial markets.
Monthly Coffee Break, Alternative Investments

Markets cooled by a winter chill

This year, the Christmas rally came a month earlier, and Santa Claus has moved from the North Pole to Florida. During December, some of the “Trump trade” winners gave back part of the previous month gains.
Monthly Coffee Break, Equities

Waiting for Trump 2.0

European equity markets ended the last month of the year on a positive note. The positive market trend was mainly driven by rate cuts and slowing inflation over the course of 2024.
Monthly Coffee Break, Fixed Income

Wholesale repricing of monetary policy expectations.

The last month of 2024 was a difficult one for the markets. Most major rates markets sold off, with the US 10-year rising by 40 basis points. At the same time, risk assets offered relatively little respite.

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