Health sector still plays its cards right

Thanks you Funds Watch for this interview of Alice Lhabouz, CEO and founder of Trecento Asset Management, about the evolution of the healthcare sector on the stock market in the coming months. The manager of the fund Trecento Santé ISR also explained the fund management philosophy, which once again withstands periods of crisis. To read…

Challenges – Vaccine war fuels the laboratory war

Christophe Pouchoy, Managing Director of Trecento Asset Management, co-manager of the Trecento Santé fund, commented in the magazine Challenges on the current health crisis, and in particular the different types of vaccines on which big pharmas and biotechs are currently working. “It seems that we are moving towards a virus which becomes seasonal and endemic, likely to give…

Challenges – Marriage of convenience between Sanofi and Abbott on diabetes

Christophe Pouchoy, Managing Director and Chief Investment Officer of Trecento Asset Management, co-manager of the Trecento Santé fund, commented in Challenges magazine on the alliance between Sanofi and Abbott announced on September 16th, 2019 – the same day as the one between Novo Nordisk and Medtronic. “Manufacturers are getting closer to medical equipment – sensors,…