On March 27th, 2020, Alice Lhabouz, CEO and founder of Trecento Asset Management, Manager of the fund Trecento Santé ISR, was invited by Patrimoine24 to share her analysis of the COVID-19 crisis and its evolution.
“(…) Governments today realize that health has undergone very strong investments under the last few years: we heard Emmanuel Macron but also Donald Trump say that there were going to be colossal plans to finance hospitals, funding of healthcare staff, funding of technologies to improve life in patients’ hospitals and therefore, we believe that the health theme will be one of the themes that will come out quickly thanks to all this funding which is currently arriving and which will boost the growth of all players in the business: both pharmaceutical laboratories, medical equipment, health services (hospitals, retirement homes …), but also all home treatment tools (telemedicine, etc.) and biotechnology companies. ”
Click here to liste to the podcast (available in French only)