Knacke’s money maps: Health is wealth
In his new monthly column, Ernst Knacke, head of research at Shard Capital, looks at the life sciences and biotech space
Healthcare
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Four views: Future prospects for the weight-loss sector
Portfolio Adviser asks this month’s panel for their views on the future prospects for a healthcare sector that seems to be booming
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Kepler: The sectors unscathed by the AI takeover
There is value to be found in the industries immune to the AI revolution, writes Kepler’s Ryan Lightfoot-Aminoff
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Beneath the bonnet: The case for Rollins, JOHCM and Gym Group
Three fund managers share stocks that are making a difference
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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
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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