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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.
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Fixed Income, Adapt to thrive

Adapt to thrive in the Fixed Income Jungle

Over a decade ago negative rates started looming, creating an unprecedented environment. Well the Fixed Income space is definitely the opposite, a lush jungle dominated by the canopy, aka the AAA-AA ratings, covering an Investment Grade A to BBB ratings understory, down to the High Yield BB and lower ratings forest floor.
Research Paper, Adapt to thrive, ESG, SRI, Fixed Income, Dany da Fonseca, Vincent Compiègne, Patrick Zeenni

Beyond the Green Bond

Based on our long-standing views of the financial benefits of sustainability, we integrate some level of ESG (Environmental, Social, and Governance) factor analysis across all our investment processes, and particularly for our sustainable investment strategies.
Research Paper, Adapt to thrive, Louis De Langalerie, Diquel Dos Santos, ESG, SRI, Fixed Income

The Fair Value Enigma: Deciphering Fixed Income in Today's Economy

In an ever-evolving financial landscape dominated by data-driven decision-making and economic uncertainty, understanding the nuances of fixed income investing is paramount.
Adapt to thrive, Charudatta Shende, Nicolas Jullien, Fixed Income, Research Paper

The Big Shrink – How to navigate High Yield markets?

High yield markets are shrinking. Do you know that they have contracted by 25% over the past two years? The ICE BofA BB-B Global High Yield Index has lost $654 million in value. In the meanwhile, investor demand for credit and high yield has rebounded at the end of last year.

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