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Expert interviewHealthcare was a key issue during the U.S. presidential election campaign. Concerns that drug prices may become strictly regulated began with Hillary Clinton’s first “tweet” in the summer of 2015 and the scandal that surrounded Valeant. Worries over this resolve to control drug prices in the U.S. triggered a correction that came to an end with the election of the Republican candidate. The market will now finally be able to focus on the sector’s strong fundamentals, its ability to innovate and its high visibility on growth.Learn more Market analysisIn recent weeks, the reflationary theme has continued to gain ground, especially after OPEC's agreement to cut production. The ensuing brutal surge in the oil price and its positive impact on oil stocks has only reinforced this paradigm shift.Learn more Expert interviewWhen the founders of the Smile Group announced that they were exiting the company's capital, Marc Palazon, then Chairman of the Board, took on the challenge. Already a company shareholder with a 6% holding, he mobilised 30 managers for a buyout.
Marc Palazon tells us about his experience as a manager becoming a shareholder and gives us some advice.Learn more Macro HighlightsWhile the latest data suggest that economic growth in the eurozone is picking up a bit, political uncertainty is settling in as well. Sophie Casanova, one of the Paris-based economists of our Economic Research team, analyses the stakes of Italy’s constitutional referendum scheduled for this Sunday, 4 December.Learn more Market analysisIn a short week on US markets because of the Thanksgiving holiday and Black Friday, equities edged steadily higher on upbeat economic data both in the US and in Europe.Learn more NewsThe Rothschilds are a distinguished family of art collectors and patrons who have played an important role in the cultural sphere since the last quarter of the 19th century. According to the family's tradition, each generation is expected to do its best to enrich the country's cultural heritage.Learn more In the mediaPortrait of Ariane de Rothschild, Chairwoman of the Executive Committee of Edmond de Rothschild, written by Isabelle Chaperon and published in the Le Monde edition of 22 November 2016.Learn more Macro HighlightsWhereas an upsurge in the value of the Swiss franc might prompt the Swiss National Bank to take new policy measures, the Chinese yuan has weakened against the dollar since the election of Donald Trump. The yuan’s depreciation has been moderate so far but could gain pace more than expected. These points are analysed by economist Matthias van den Heuvel, a member of our Economic Research team.Learn more NewsThis transaction is the second trade sale of BioDiscovery 4, the sixteenth from BioDiscovery funds.Learn more Expert interviewReal estate is a top-of-mind for many investors today and it is a key component of our offering. Laurent Dumas, Chairman-Founder of the Emerige Group, tells us how art and aesthetics can create additional value for this sector.Learn more