PUBLISPHERE

"Innovation only makes sense if it strengthens our customers' business and generates measurable value.

Expersoft — Fri, 24 Apr 2026 07:43:54 GMT

Dominic Greenwood has been a senior executive at Expersoft Systems for a number of years, actively contributing to the strategic direction of the company. With a strong background in financial technology and systems, as well as in-depth expertise in the development of intelligent software solutions, he brings a structured and operational vision to the financial technology sector.

Biotech: from innovation to value creation

BB Biotech — Fri, 24 Apr 2026 07:25:43 GMT

The biotech market is entering a new phase of stability and growth. After several years of normalisation of valuations and increased financial discipline, the sector is returning to a healthier dynamic.

After several years of high capital costs, pressure on valuations and strong risk aversion, the environment has stabilised since last year. Financing conditions have become more predictable, the fundamentals of many companies have improved and the market is increasingly refocusing on clinical substance, strategic relevance and operational execution, rather than global sector allocations.

This focus on quality and differentiation was clearly visible in 2025. BB Biotech generated a total return of +53.7% in USD terms, while the Nasdaq Biotechnology index gained +33.4%. This momentum was also reflected at NAV level, accompanied by a reduction in the discount. It underlines the growing importance of rigorous selection in an increasingly differentiated environment.

Bond management, a premium for absolute return

LBP AM — Fri, 24 Apr 2026 07:24:01 GMT

An absolute return management approach can provide investors with stability and visibility, whatever the market conditions. It also makes it possible to navigate with agility in an uncertain environment, by diversifying sources of performance and controlling risks.

Global economic conditions remain favourable at the start of 2026. After withstanding the protectionist shocks of 2025 better than expected, growth is stable overall. This, in a geopolitical environment that is still subject to numerous points of tension.

In the short term, the economy is benefiting from favourable financial conditions and, above all, widespread fiscal stimulus in the United States, Japan, Germany and China. At the same time, inflation is returning to target in most countries. However, with political and geopolitical tensions still high and growth potential structurally limited in the long term ̶ by demographics, climate change and globalisation, which has become less intense ̶ the investment horizon is tending to shorten.

Data centres: the backbone of the AI economy

GLOBAL X — Fri, 24 Apr 2026 07:20:49 GMT

Just a few years ago, data centres were limited to storing files and running standard software. Today, they are undergoing radical change. Designed as true "digital factories", they must now continuously support artificial intelligence workloads that are increasingly complex, energy-intensive and sensitive to latency. This transformation marks a profound structural change in the global digital infrastructure.

"Why wealth managers are increasingly turning to real assets".

Splint Invest — Fri, 24 Apr 2026 07:14:18 GMT

For decades, portfolio construction was based on a simple formula: invest in equities, add bonds and rely on their diversification effect. For a long time, this model proved its worth. Today, it is increasingly being called into question, with real assets taking on greater importance in the current environment. Here, Andy Jenk details the three structural developments behind this growing interest.

Splint Invest is organising a webinar on this subject on 6 May 2026.