Jean-Baptiste has been Lead Client Portfolio Manager Fundamental Equity since 2025 and Senior Client Portfolio Manager at Candriam since 2024. He has almost 25 years of experience as a financial professional.
Before joining Candriam, he was a buy-side analyst with Degroof Petercam Asset Management for four years, and a sell-side analyst with Société Générale Group and MainFirst/Stifel, specializing in TMT companies.
Jean-Baptiste holds a Masters degree in Finance from the Sorbonne in Paris. He is a Certified EFFAS Financial Analyst (CEFA), and completed an Executive Programme on Asset Management at the Vlerick Business School in Brussels.
Discover the latest articles by Jean-Baptiste Sergeant
Jean-Baptiste Sergeant, Antoine Lensel, ESG, SRI, Equities
The structural shift towards European autonomy is already underway in the technology sector. Having relied on American and Asian capabilities for too long, Europe is now committed to reducing its technological dependence by strengthening its domestic capacities in strategic areas.
Research Paper, AI, Equities, Jean-Baptiste Sergeant, Johan Van der Biest, Ken Van Weyenberg
Disruptive technologies
The world of 2030 is already taking shape: AI assistants embedded in daily life, autonomous mobility, software-defined factories, digital twins, and smarter energy systems that optimise demand in real time.
Economic Policy, Geopolitics, Equities, Macro, 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.
Equities, Geoffroy Goenen, Jean-Baptiste Sergeant
European small caps: rebound at last in sight!
After a correction of 25% between November 2021 and October 2023, European small caps are now trading at lower valuations than large caps, both in terms of discounted cash flows and earnings multiples, which is a historical anomaly.