Publications

The anti-obesity drug revolution: a booming market

Article published in allnews on October 4, 2024

“Innovation is the key to success for pharmaceutical companies, whose leadership position can waver at any moment.”

At a time when obesity has become a global priority, pharmaceutical companies are racing to develop innovative solutions. Leaders such as Eli Lilly and Novo Nordisk currently dominate, but competition is intensifying and new molecules could change the game.

Read the commentary by Stéphanie Rheinboldt, Senior Equity Advisor, published in Allnews on October 4, 2024, in French : La course aux médicaments anti-obésité | Allnews

October 04, 2024

Publications

Letter from the CIO - October 2025

Markets in Suspension: Between Euphoria and Caution

October 15, 2025

Publications

Letter from the CIO - September 2025

Towards Global Reflation, but Under Certain Conditions

September 17, 2025

Publications

2025 Outlook – Second Half

The first six months of 2025 have reshaped our view of global macroeconomic dynamics. A sequence of unexpected events has led us to reassessour convictions and adjust our positioning.

July 10, 2025