Pharmaceutiques – Desperately searching growth

Christophe Pouchoy, Manager of the Trecento Santé fund, answered questions of the magazine Pharmaceutiques about the healthcare industry and its prospects. “In 2017, the amount of transactions should reach € 412 billion in annualized against € 468 billion in 2016. Even if the fiscal conditions became harder in the United States, with the restrictions in…

PME Magazine – Five examples to invest differently

Alice Lhabouz, CEO of Trecento AM, highlighted in PME Magazine (Swiss magazine) the potential attractiveness and yield that the robotics investment universe can offer. “The demographic and environmental shocks as well as the search for innovation and competitiveness by companies accelerate the rise of robotization and artificial intelligence, likely catalysts of the fourth industrial revolution.…

Le Revenu – “Robotics is booming”

Launched in December 2016 by Trecento Asset Management, the Trecento Robotique fund has already gained nearly 11% in seven months. Interviewed by Le Revenu, Christophe Pouchoy, the fund’s manager, talks about its composition and growth prospects. – – Watch the interview in its entirety by following this link. This video is only available in French.…

Profession CGP – “Robotics, a skyrocketing market”

Demographic and environmental shocks, as well as the search for innovation and competitiveness by companies accelerate the development of robotization and artificial intelligence, likely catalysts of the fourth industrial revolution. The robotics market has seen an annual economic growth close to 9% per year thanks to these long-term catalysts […] – Profession CGP magazine took advises from Trecento AM to…

Funds – “Robotics attracts funds managers and investors”

For zightteen months, launchment of funds that are dedicated to Robotics or disruptive innovations, are multiplying. These funds are a hit near private and institutional investors […] – Please find the entire article of Funds magazine that is talking about Trecento Robotique right here. This article is only available in French.  – – –

Fortuneo – Valeo’s financial analysis

Valeo is one of the major player in the world of the automotive equipment. The two key pillars of its strategy are the Innovation, including solutions to reduce CO2 emissions, and the development of market shares in emerging countries […] – You will find the financial analysis of Valeo by Alice Lhabouz here. This video is…

Fortuneo – Accor’s stock market analysis

Accor, which most of its activity in Europe, is a cyclical value, closely linked to the economic situation. Should we be concerned, or have confidence in the strategy of top management, which is based on a simplification of the range, an increase in market shares in my emerging countries and a development of the system…