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

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

Publications

The Myth of Perfect Timing in Investing

Every investor has fantasized about making the perfect trade—buying low and selling high within a very short time frame.

July 01, 2025

Publications

Letter from the CIO - June 2025

Market rebound: Trade détente eases uncertainty, but risks remain

June 12, 2025