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Biotech : 25 years of innovation in the service of healthcare

Equities, Healthcare, Servaas Michielssens, Linden Thomson
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.
  • US elections, Asset Allocation, Macro, Florence Pisani, Emile Gagna, Lauren Goodwin

    Trump’s Economic Policy

    The election of Donald Trump, coupled with the Republican Party's control of both houses of Congress, has resulted in a new political landscape in the United States. What key decisions must the new administration make? What impact will these decisions have on the macroeconomic environment, financial markets and investors?
  • Once upon a time, mankind invented PFAS (per- and polyfluoroalkyl substances).
    Bastien Dublanc, Astrid Pierard, Jessica Carlier, ESG, SRI, Equities, Research Paper, Water

    PFAS: Genius gone wrong

    PFAS have been widely used for decades due to their unique properties in various domestic and industrial applications. They are resistant to water and virtually indestructible. They are also seen as the poison of the century. Where do we stand in terms of regulation? What are the PFAS-related risks? Where are the opportunities?
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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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