Podcasts

Following the election of Shinjiro Koizumi as new LDP leader, the extraordinary Diet session to elect Japan's new prime minister will be scheduled swiftly.

On Tuesday, September 30, the pharmaceutical industry issued its first formal response to President Trump’s recent letter on drug pricing, announcing a deal between Pfizer and the US administration.

As we enter the month of October, investors are faced with an obvious question: is the time right for new investments in the oncology sector? Pasquale Sansone, Senior Biotechnology Analyst, shares his analysis and convictions.

As a US government shutdown is potentially just days away, focus is turning to the question of whether this will be a “short” or a “long” shutdown.

The investment landscape is marked by persistent macroeconomic uncertainties, uneven growth, and heightened geopolitical risks. Despite attractive earnings growth, healthcare has also been under pressure due to regulatory restructuring, drug pricing debates, budget constraints, and tariff concerns.

The global rates landscape is entering a decisive new phase as the long-standing flatness of yield curves gives way to steepness that has not been seen since 2011. The term premium, the additional interest by bondholders investing in longer-dated bonds versus short-term bonds, is back after an absence of many years.

The lower-mid-market segment of Private Debt offers potentially attractive returns and the ability to manage risk through greater selectivity and better control. Yet, success requires experience and market presence.

Manufacturing and services PMIs will offer a first look at September’s global activity. With the Fed easing and China’s economy stabilizing, any uptick could reinforce the reflation narrative and support risk assets.