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Not all themes are worth following...
Life sciences is one of Sustainable Global Equity's key investment themes.
Read about our other investment themes and how our investment process is designed to capture the best opportunities across global equity markets.
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1 https://www.hermes-investment.com/uploads/2024/04/9d035d814164c6c6874974b1eb1a758a/fhl-sustainable-global-equities-2023-march-2024.pdf
2 https://www.hermes-investment.com/uploads/2024/04/9d035d814164c6c6874974b1eb1a758a/fhl-sustainable-global-equities-2023-march-2024.pdf
3 https://www.oecd-ilibrary.org/sites/6cc2aacc-en/index.html?itemId=/content/component/6cc2aacc-en
4 https://www.nature.com/articles/ijo2012114
5 https://www.oecd-ilibrary.org/sites/6cc2aacc-en/index.html?itemId=/content/component/6cc2aacc-en
6 https://www.imperial.ac.uk/news/251798/more-than-billion-people-living-with/#:~:text=In%20total%2C%20an%20estimated159%20million,the%20same%20group%20in%202017.
7 https://www.who.int/news/item/01-03-2024-one-in-eight-people-are-now-living-with-obesity
8 Organization for Economic Cooperation and Development (OECD) is an international governmental organization with 38 member countries.
9 https://www.oecd-ilibrary.org/sites/6cc2aacc-en/index.html?itemId=/content/component/6cc2aacc-en#:~:text=Overweight%20is%20associated%20with%20a,treating%20overweight%20and%20related%20conditions.
10 https://www.cdc.gov/obesity/data/adult.html#:~:text=Obesity%20is%20a%20common%2C%20serious%2C%20and%20costly%20disease&text=These%20are%20among%20the%20leading,%24173%20billion%20in%202019%20dollars.
11 https://www.surrey.ac.uk/news/comment-weight-loss-drug-semaglutide#:~:text=%E2%80%9CIt%20works%20by%20mimicking%20the,and%20stopping%20us%20from%20overeating.
12 https://www.nejm.org/doi/full/10.1056/NEJMoa2032183
13 https://www.bmj.com/content/383/bmj.p2668
14 https://www.kidneyfund.org/article/study-results-show-promising-effects-semaglutide-people-diabetic-kidney-disease#:~:text=The%20results%20from%20a%20recent,living%20with%20diabetic%20kidney%20disease.
15 https://alz-journals.onlinelibrary.wiley.com/doi/10.1002/trc2.1226
16 https://jamanetwork.com/journals/jamaoncology/fullarticle/2812769
17 https://pubmed.ncbi.nlm.nih.gov/38251405/#:~:text=All%20studies%20evaluated%20the%20outcomes,%2Dhypopnoea%20index%20(AHI).
18 https://www.goldmansachs.com/intelligence/pages/gs-research/weighing-the-glp1-market/report.pdf
19 https://www.goldmansachs.com/intelligence/pages/gs-research/weighing-the-glp1-market/report.pdf
20 https://www.nomuraconnects.com/focused-thinking-posts/chinese-pharma-to-ride-on-the-global-glp-1-drugs-bonanza/
21 https://www.cnbc.com/2023/09/09/big-pharma-blockbuster-obesity-drug-battle-is-headed-for-100-billion.html#:~:text=Barclays%20predicts%20a%20%24100%20billion,treatments%20for%20dementia%20and%20addiction.
23 https://www.nature.com/articles/s41366-024-01473-y
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