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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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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.
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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.
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Slowdown on the Horizon…

Despite rising geopolitical tensions, the global economy showed surprising resilience in early 2025, and inflation continued to normalise.

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Investing for tomorrow

155bn€

25

Biotech : 25 years of innovation in the service of healthcare

Latest Insights

Unlock the Potential of Merger Arbitrage

Navigating the Selective Strength of Credit Markets

Pharma tariffs: a complex puzzle

ESG in Private Debt: A New Standard for Long-Term Value

The Law of the Strongest

Slowdown on the Horizon…

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