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Precision Oncology Powered by AI: A New Era for Cancer Treatment

Research Paper, Oncology, ESG, SRI, Servaas Michielssens
Have you heard about radiotheranostics? This new field in medicine combines diagnosis and therapy. It involves using specially designed radioactive compounds that can both identify cancer cells and deliver targeted radiation therapy to destroy them. This is one of the latest developments of precision medicine, a domain that offers fascinating prospects in both early detection and specific treatment.
  • ESG, SRI, Healthcare, Servaas Michielssens, Linden Thomson

    Time to Re-engage with Healthcare?

    Healthcare share prices tend to reflect some trepidation leading up to and shortly after the US presidential elections, yet for the last five elections the sector outperformed in the 12 months following the election.
  • Equities, 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.
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  • Johan Van der Biest
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  • Johan Van der Biest
Johan Van der Biest, Vincent Compiègne, Alfred Sandeman, Outlook 2025

Hello ChatGPT: Will AI continue to surprise the world?

If investors are expected to be early in detecting future trends, then our community certainly thinks AI is the future. Will the surprises continue? To help train ChatGPT’s response, we analyse the tangible revenue that has emerged so far, and consider the ‘sweet spot’, the ‘runners-up’ and the ‘too early’.
Q&A, Future Mobility, Johan Van der Biest, Allan Foll

Cleaner, safer, smarter

More and more investors are turning to thematic strategies to increase their overall diversification. Johan Van Der Biest, Co-Head of Thematic Global Equity, and Allan Foll, Fund Manager, explain that thematic investment skills combined with solid financial analysis is a prerequisite for identifying high-tech companies with strong growth potential at reasonable prices.
Q&A, Johan Van der Biest

Sci-fi becomes a reality

Johan Van Der Biest, Felix Demaeght and Nathaniel Wejchert explain the metaverse and how they identify companies associated with it.
Johan Van der Biest, Equities, Research Paper

Planet Metaverse: Searching for a place to land?

The Metaverse. The substitution of reality with the imagined – transporting the participant literally into a whole new world – will become possible for all kinds of products and services.
Outlook 2023, Johan Van der Biest

Building a New World: Thematic Investments

In the United States Antonín Dvořák composed the New World Symphony in 1893 and Neil Armstrong took it on a cassette to the moon. Rudi Van den Eynde takes it global, presenting us a New World of long-term trends.

Not your average thematic strategy

Thematic strategies are rapidly growing in popularity, but sometimes they can expose investors to some highly unwelcome swings in return. Johan Van Der Biest, Allan Foll and Jonas Brisard explain how Candriam’s demography strategy capitalises on some of the major trends shaping the world while at the time limiting volatility.
Q&A, Johan Van der Biest, Equities

Robotics: No longer Sci-Fi

Johan Van Der Biest, Felix Demaeght and Nathaniel Wejchert explain how thematic investment skills combined with solid financial analysis can identify cutting-edge technologies at reasonable prices.

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