- Our Convictions
Tuesday 20 June 2017
What’s new in recent weeks?
The lull has continued over the last few weeks, with virtually all political risks disappearing in Europe and encouraging and even reassuring economic indicators in all countries.
Lessons learned from the Q1 2017 earnings season
As the earnings season comes to a close, the time has come to report back on what we have found.
Biosimilars – Now a reality even for complex biologics
Within the next five years, Biosimilars should take an increasingly important role as a powerful force driving down the cost of healthcare in the US and elsewhere or enabling more patients to gain access to some of the most complex biologics: eight therapies among the world’s Top 10 could face biosimilar competition, mostly in the field of inflammation.
This section develops our central scenario and our main convictions. It highlights the main orientations of our asset allocation and presents the strategies that characterize the structure of our portfolios:bond portfolios, equity portfolios and diversified portfolios.