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Five Reasons to Invest in the Oncology Market Today

ESG, SRI, Oncology
The investment landscape is evolving against a backdrop of rising economic uncertainties and a cautious market environment, further complicated by geopolitical tensions and upcoming elections.
  • US elections

    US elections : Hear it directly from the US

    In the run up to the November 2024 US elections, our special correspondent in the US, Lauren Goodwin, Chief Market Strategist at our parent company New York Life Investments, shares her analysis on the campaigns and how US investors are navigating the environment. Every two weeks. Make sure to visit our US Chronicles !
  • Nicolas Forest, Florence Pisani, US elections

    Should we be afraid of the US elections ?

    With the partisan divide hardening in the run-up to November 5, the presidential race was revived with the withdrawal of Joe Biden at the end of July. In just a few weeks, Kamala Harris has breathed new energy into the Democratic campaign.
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  • Johan Van der Biest
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  • Johan Van der Biest
Q&A, Future Mobility, Johan Van der Biest, Allan Foll, Equities

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, Senior Fund Manager, and Felix Demaeght, CFA, Co-Fund Manager, 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.
Q&A, Johan Van der Biest, Allan Foll, Jonas Brisard

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. Rudi Van Den Eynde, Candriam’s Head of Thematic Global Equity, explains 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, Co-Head of Thematic Global Equity, Felix Demaeght, CFA, Co-Portfolio Manager, and Nathaniel Wejchert, Portfolio Manager, explain how thematic investment skills combined with solid financial analysis can identify cutting-edge technologies at reasonable prices.

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