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  • 155bn€

    Assets under management as at 31 December 2024

  • 25

    years of ESG experience

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Equities, Healthcare, Servaas Michielssens, Linden Thomson

Biotech : 25 years of innovation in the service of healthcare

Over the past twenty-five years, the medical biotechnology sector has profoundly transformed the therapeutic landscape. From the fight against cancer to the development of Covid-19 vaccines in record time, advances in biopharma have changed the outcome for millions of patients worldwide.
CSR Report 2024
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  • 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.
  • Asset Allocation, Nadège Dufossé, Macro

    The Law of the Strongest

    As we write these lines, the US market is approaching its historical peak, last reached in February 2025, and most asset classes have posted positive returns in local currency since the start of the year.
  • Asset Allocation, Macro, Emile Gagna, Florence Pisani

    Slowdown on the Horizon…

    Despite rising geopolitical tensions, the global economy showed surprising resilience in early 2025, and inflation continued to normalise.
  • Research Paper, Fixed Income, Bob Maes, Philippe Dehoux

    Euro Swap Spreads : Unpacking Asset Classes

    You want to talk about euro swap spreads versus US swap spreads? We watch that, too. But to be honest, that graph is one of the last things we look at when managing euro fixed income aggregate portfolios. So if you want to see it, you’ll have to read all the rest of this page first.
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