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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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  • Monthly Coffee Break
Monthly Coffee Break, Equities

Buoyant month for equities

European equities rose in September, buoyed by broader global gains supported by the Fed’s rate cut.
Monthly Coffee Break, Asset Allocation

Shut Down or Melt Up

Economic signals remain uneven, data visibility is clouded by the US government shutdown, and inflation is edging higher again.
Monthly Coffee Break, Alternative Investments

This market is Gold!

September broke with its reputation for subdued volatility as global risk assets extended their summer rally.

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