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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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  • Geoffroy Goenen
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  • Geoffroy Goenen
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.
Equities, Geoffroy Goenen, Jean-Baptiste Sergeant

European small caps: rebound at last in sight!

After a correction of 25% between November 2021 and October 2023, European small caps are now trading at lower valuations than large caps, both in terms of discounted cash flows and earnings multiples, which is a historical anomaly.
Q&A, Geoffroy Goenen, Equities

A fundamental quality approach with risk-reduction techniques

Geoffroy Goenen, Head of Fundamental European Equity, explains how their team takes a very different approach, investing in a portfolio of high quality stocks based on rigorous fundamental analysis and then applying two different techniques to minimise its volatility – and maximise its risk adjusted return.
Equities, Geoffroy Goenen, Value vs Growth

The second step of the waltz

Despite a fairly significant rally beginning in October, European equity markets, battered by major outflows since the start of the crisis in Ukraine, recorded a correction over the year 2022 (-9.5%). Although European equities finished the year on a relative outperformance compared with the United States (-13.4%) and emerging markets (-15.1%)1, the year was still a source of concern for investors, who are now asking questions about what may arise in 2023.
Equities, Geoffroy Goenen, Value vs Growth

European markets or the three-step waltz

Since the beginning of the year, the European market – like its peers - has suffered a severe correction. Market participants are watching out for the low point, the green light that will allow the market to reposition itself for the long term.
Q&A, Equities, Geoffroy Goenen, Christian Solé

Quality, Innovation & Sustainability

Geoffroy Goenen, Head of Fundamental European Equity and Christian Solé, Head of Small & Midcaps at Candriam explain why it is useful to invest part of an equity portfolio into European small & midcaps.
Q&A, Equities, Geoffroy Goenen, Antoine Hamoir

Innovation: a true value creator

Innovation is the best corporate strategy for creating a sustainable competitive advantage and for driving future growth and proftability. Geoffroy Goenen, , Head of Fundamental European Equity, and Antoine Hamoir, , CFA Senior Fund Manager, believe that successful innovators have the ability to lead their industry, outclass the competi tion and exceed fnancial expectation
Equities, Geoffroy Goenen, Value vs Growth

Value vs. Growth: what’s next?

As expected, the rise in long yields has speared a strong style rotation – see our article published in November 2021. Investor appetite for value stocks, coupled with significant profit-taking on growth stocks, has led to “value” companies outperforming their “growth” peers by almost 12% in January 2022So where are we now? And is “value” becoming “overvalued”?

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