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Biotech : 25 years of innovation in the service of healthcare

Equities, Healthcare, Servaas Michielssens, Linden Thomson
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.
  • US elections, Asset Allocation, Macro, Florence Pisani, Emile Gagna, Lauren Goodwin

    Trump’s Economic Policy

    The election of Donald Trump, coupled with the Republican Party's control of both houses of Congress, has resulted in a new political landscape in the United States. What key decisions must the new administration make? What impact will these decisions have on the macroeconomic environment, financial markets and investors?
  • Once upon a time, mankind invented PFAS (per- and polyfluoroalkyl substances).
    Bastien Dublanc, Astrid Pierard, Jessica Carlier, ESG, SRI, Equities, Research Paper, Water

    PFAS: Genius gone wrong

    PFAS have been widely used for decades due to their unique properties in various domestic and industrial applications. They are resistant to water and virtually indestructible. They are also seen as the poison of the century. Where do we stand in terms of regulation? What are the PFAS-related risks? Where are the opportunities?
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Ken Van Weyenberg, Equities

Reshoring: A Catalyst for Smart Manufacturing

Global manufacturers are navigating a highly challenging environment marked by tariffs, trade conflicts and new alliances, supply chain disruptions, and rising geopolitical tensions.
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.
Bastien Dublanc, Astrid Pierard, Jessica Carlier, ESG, SRI, Equities, Research Paper, Water

PFAS: Genius gone wrong

PFAS have been widely used for decades due to their unique properties in various domestic and industrial applications. They are resistant to water and virtually indestructible. They are also seen as the poison of the century. Where do we stand in terms of regulation? What are the PFAS-related risks? Where are the opportunities?
Equities

Shock to the system

Since the last committee on March 11th, European markets have fallen sharply, due to Donald Trump’s announcements regarding US tariffs on April 2nd.
ESG, SRI, Equities, Fixed Income

The complexities of investing in defence

According to the Institute for Economics & Peace, there are 56 active conflicts in the world, the greatest number since the end of World War II. Increasingly complex geopolitics and ReArm Europe are keeping investors on our toes, analytically.
Equities

Europe at the forefront

“Uncertainty” was probably the most important driver behind the stock market’s behaviour over the past four weeks.
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