Will healthcare overtake AI as the top investment theme in 2024?
The Novo Nordisk share price is up 51% over the past year, while Eli Lilly is up 84%
- News
-
- Analysis
-
- Investments
-
-
-
Top story
-
-
-
- Video
-
Author: Cherry Reynard
-
-
PA Fund Manager Profile: Stonehage Fleming’s Gerrit Smit on why data is the new oil
Stonehage Fleming’s Gerrit Smit explains why the family office sits in the quality growth camp and how he is steering the Best Ideas fund towards the major themes of digitisation and healthcare
-
Will markets ignore the busiest election year in history?
It is difficult to pick the resulting market outcome from any election, writes Cherry Reynard
-
Opportunities for global investors: Beyond mega-cap tech stocks
While most global investors are struggling to look past mega-cap tech stocks, there is growing consensus more exciting sectors on more compelling valuations can be found
-
‘Unsustainable’ US debt: Could the Fed consider cutting interest rates?
Democrats and Republicans may have agreed on a spending deal, but experts still warn of ‘unsustainable’ levels of debt
-
A broadening market: Will the Magnificent Seven continue to motor in 2024?
Mega cap tech stocks led the way in 2023, but market performance widened in the final two months
-
Will Saba Capital succeed?
The hedge fund promises to disrupt the investment trust industry
-
Fund manager profile: Credit where it’s due
Hilary Blandy explains how she is steering the Jupiter Monthly Income Bond fund towards smooth performance through today’s volatile macro conditions
-
Saba Capital and its intentions for the UK investment trust industry
The hedge fund promises to disrupt the investment trust industry at a vulnerable moment
-
Will frontier markets benefit from deglobalisation?
Relations between China and the US remain strained
-
Should markets be pricing in the likelihood of an economic hard landing?
There are solid arguments supporting a harder landing scenario than markets are pricing in
-
Hugh Grieves: The quiet American
Premier Miton US Opportunities co-manager explains how a focus on the less glamorous side of the American market is such a compelling offering in today’s climate