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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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  • Fixed Income
Monthly Coffee Break, Fixed Income

Wholesale repricing of monetary policy expectations.

The last month of 2024 was a difficult one for the markets. Most major rates markets sold off, with the US 10-year rising by 40 basis points. At the same time, risk assets offered relatively little respite.
Charudatta Shende, Nicolas Jullien, Fixed Income, US elections

Ballots to Bonds

Following the US election, what will the bond landscape look like around the world in the near term and the medium term? President-elect Trump should be able to implement much of his political agenda over the next few years. We think four themes stand out: Tariffs, Regulations, Tax Cuts, and Immigration. What we don’t yet know is the timing and the magnitude of these elements.
Fixed Income, Adapt to thrive

Adapt to thrive in the Fixed Income Jungle

Over a decade ago negative rates started looming, creating an unprecedented environment. Well the Fixed Income space is definitely the opposite, a lush jungle dominated by the canopy, aka the AAA-AA ratings, covering an Investment Grade A to BBB ratings understory, down to the High Yield BB and lower ratings forest floor.
Fixed Income

Spotlight on the central banks

Central banks were out in full force in September, with the Federal Reserve implementing a meaningful 0.5% rate cut, while the ECB continued its easing cycle with a cut of 0.25%.
Charudatta Shende, Fixed Income

High Yield, High Risks?

Over the last 2 years Central Banks-driven rates hikes have deeply impacted the High Yield markets globally.
Research Paper, Adapt to thrive, ESG, SRI, Fixed Income, Dany da Fonseca, Vincent Compiègne, Patrick Zeenni

Beyond the Green Bond

Based on our long-standing views of the financial benefits of sustainability, we integrate some level of ESG (Environmental, Social, and Governance) factor analysis across all our investment processes, and particularly for our sustainable investment strategies.

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