Latest insights

From uncertainty to growth: why invest in healthcare?

ESG, SRI, Oncology, Healthcare
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.
  • Fixed Income, Charudatta Shende

    Bond market opportunities: The Return of Slope

    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.
  • ESG, SRI

    Active Ownership: Persistence Pays

    If some elements of our annual 2024 Annual Engagement and Voting Review sound familiar, that’s no coincidence. To maximize our impact, we focus on long-term core topics. Engagement and voting are central to our investment process, extending beyond the important responsibility of the investments we already hold.
5 results found
Show me
  • Topic
  • Expert
Show me
  • Topic
from
  • Expert
5 results found
Emile Gagna, Macro, Inflation

Powell’s last mile of a long journey

After peaking in the summer of 2022, inflation in the United States has fallen back sharply. Despite the fact that disinflation is now well underway, previous episodes in our series have highlighted the fact that the US economy has not yet returned to the softness of 2 % inflation...
Macro, Emile Gagna, Inflation

The heatmap, a summary of inflationary pressures: illustration for the United States

In the United States, the disinflation process is clearly underway, as the heatmap below illustrates: the "supply chain tensions " and " freight costs " components have turned green since the second half of 2022, even if the recent tensions in the Red Sea are starting to show! In the course of 2023, commodity and producer prices followed suit.
Macro, Inflation, Emile Gagna

Euro zone: labour market still tight

As in the United States, the labour market is tight in the eurozone. However, the nature of the tensions is quite different.
Macro, Inflation, Emile Gagna

United States: job market still tight

Wage trends, reflecting tensions on the labour market, play an important role in the formation of prices, particularly for services.
Macro, Inflation, Emile Gagna

At the heart of inflation

On both sides of the Atlantic, inflation was undoubtedly an important theme throughout 2023.

Find it fast

Get information faster with a single click

Get insights straight to your inbox