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 – 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,…

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.…