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The Law of the Strongest

Asset Allocation, Nadège Dufossé, Macro
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.
  • Research Paper, Fixed Income, Bob Maes, Philippe Dehoux

    Euro Swap Spreads : Unpacking Asset Classes

    You want to talk about euro swap spreads versus US swap spreads? We watch that, too. But to be honest, that graph is one of the last things we look at when managing euro fixed income aggregate portfolios. So if you want to see it, you’ll have to read all the rest of this page first.
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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.
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.
Q&A, Healthcare, Linden Thomson, Servaas Michielssens

Biotech investing: is there a doctor in the house?

Servaas Michielssens and Linden Thomson answer investors’ questions about a sector where depth of specialist knowledge is a prerequisite to consistent stock selection success.
Healthcare

Healthcare – Invest in a Better Life

Improving Healthcare is a megatrend, as it has been throughout living memory. From one nation to another, Healthcare spend per capita is generally higher where GDP per capita is higher.

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