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

Geopolitical Shock in the Middle East: Short-term Volatility, Fundamentals Still Prevail

- Markets are pricing in an energy risk premium: oil is approaching USD 100. - Geopolitical crises have historically had a limited impact on markets. - Higher oil prices act as a global tax on consumption.

March 17, 2026

Publications

Affordability, America’s Achilles’ Heel

In an economy that remains wealthy yet increasingly fragmented, purchasing power has become Washington’s primary test.

February 13, 2026

Publications

Letter from the CIO - February 2026

Markets in Transition: Fewer Obvious Trades, Greater Balance

February 12, 2026