Is ‘capital tourism’ an opportunity or a threat for investors?
Non-specialist investors flooding into and out of the latest fashionable investment idea can be as much an opportunity as a threat
biotech
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Covid-driven biotech and healthcare run set to continue for investors with high risk tolerance
Schroder Global Healthcare and Axa Framlinton Health Care have returned 519% and 289% over the past decade
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Family office firm taps Neil Woodford for unquoted expertise in ‘astonishing’ comeback
‘His ability to pick potential winners ‘off the beaten track’, particularly unquoted companies, is completely unproven’
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Healthcare fund managers caution against getting caught up in Covid-19 vaccine hype
Gilead Sciences has taken investors on a rollercoaster ride as it trials a treatment for the coronavirus
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Coronavirus weekly round-up: Gilead drug trial excites markets but US growth falls 4.8%
Five investors mull the events shaping portfolios over the past week
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Neil Woodford singled out as UK biotech funding falls 40%
Equity manager had wanted to be a champion of UK science before his firm folded
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Non-execs quietly part ways with Woodford amid wind-down
Woodford provided funding for biotech start-ups backed by adviser and NED Martin Walton
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Sophie Meatyard: Breaking down the top-performing MSCI sector of 2018
MSCI World Health Care Index reaped positive returns as the wider market sold off
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Biotech dominates the top five investment trusts of Q3
Stifel data reveals the top investment trusts during Q3 2018
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Biotech innovation outpaces fund performance
The biotech sector is going through a renaissance as innovation takes off according to one successful fund manager, but data shows that performance over the last three years has been far less than stellar.
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BB Biotech says it had to weather the storm last year
BB Biotech managed to “weather the storm” that gripped the biotech sector in 2016 and beat its benchmark index, according to its latest annual report.
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M&A deals will continue to boost biotech
At first glance, it seems large healthcare companies have lost interest in M&A. According to Dealogic, year-to-date deal volumes are 25% lower than for the same period last year.
