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Expert interview

U.S. elections: is the outcome good news for the healthcare industry?

Healthcare 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.
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The Rothschilds, a dynasty of patrons in France

The 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.
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Macro Highlights

Macro Highlights: The Swiss franc and the yuan are on diverging paths

Whereas 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.
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Expert interview

Art breathes more soul into real estate

Real 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.
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Asset allocation strategy

Our allocation remains pro-cyclical

Since Donald Trump’s election, markets have been massively playing the reflation trade. Equity markets have rebounded and bonds have corrected on falls in US bond markets. And there has been strong sector rotation into cyclicals and financials and a sharp rebound in the US dollar.
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