Morningstar CIO: The shining investment opportunities beyond technology
There are still plenty of undervalued equities to take advantage of despite soaring tech shares, writes Mike Coop
Healthcare
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WHEB’s Kluftinger: The weight loss industry is a megatrend in the making
Obesity drugs are at a revolutionary moment comparable to the launch of the iPhone, writes Ben Kluftinger
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Aegon’s McPartlin: Three stocks driving the paradigm shift in healthcare
Exciting developments are underway in the healthcare world, and these three companies are leading that change
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AllianceBernstein: Investors are getting ahead of themselves about healthcare
Antidiabetic drugs such as Ozempic have markets excited about healthcare, but AllianceBernstein’s Vinay Thapar calls for caution amongst the hype
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Axa IM appoints healthcare portfolio manager
Catherine Tennyson joins from Point 72 Asset Management
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FundCalibre’s McDermott: Anti-obesity drugs will drive healthcare in 2024
Demand for GLP-1 medications is skyrocketing
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Can tech come up trumps again in 2024? The top trends to be excited about
The sector looks set to thrive again this year after a strong 2023, but there is more to tech than just AI
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Nikko Asset Management: Four key themes to play in 2024
The global equity team discusses AI, the energy transition, global travel and healthcare efficiency
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FE Fundinfo: India, commodities and US dollar high-yield bond funds shine brightest in Q3
European equity funds bruised by global manufacturing slowdown
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Janus Henderson rolls out global life sciences fund
The new offering aims to outperform the MSCI World Health Care Index
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Stonehage Fleming: Five reasons not to dread Q2 2023 earnings season
Stonehage Fleming’s Gerrit Smit discusses the fourth industrial revolution, the reopening of China and currency movements
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Branching Out: Polar Capital’s Donnigan on why ordering pizza is more reliable than getting biopsy results
Polar Capital’s Deane Donnigan tells Portfolio Adviser how she moved from clinical pharmacist to fund manager