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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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Florence Pisani, Emile Gagna, Outlook

Central banks remain cautious

At the start of summer 2024, growth continues, but its pace remains uneven across countries and regions. China is still facing deflationary pressures, the eurozone is making slow progress, while growth in the United States, still close to 2% , seems to be slowing a little. Wherever inflationary pressures have been felt, they have continued to abate over the months, paving the way for a cautious easing of monetary policy.
Nadège Dufossé, Outlook

Winds of change

Our allocation strategy for the second half of the year is based on an economic environment that remains favorable for equities, and is improving for bonds.
Charudatta Shende, Emerging Markets, Fixed Income, Outlook, Credit

Our 2024 Emerging Markets Debt Market Outlook

With 2024 underway, many bond investors are still wondering how the environment for Emerging Markets debt will differ from that of 2023.. Indeed, it looks more benign for Emerging Market Debt ….

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