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
In his new monthly column, Ernst Knacke, head of research at Shard Capital, looks at the life sciences and biotech space
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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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There is value to be found in the industries immune to the AI revolution, writes Kepler’s Ryan Lightfoot-Aminoff
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Three fund managers share stocks that are making a difference
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There are still plenty of undervalued equities to take advantage of despite soaring tech shares, writes Mike Coop
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Obesity drugs are at a revolutionary moment comparable to the launch of the iPhone, writes Ben Kluftinger
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Exciting developments are underway in the healthcare world, and these three companies are leading that change
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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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Catherine Tennyson joins from Point 72 Asset Management
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Demand for GLP-1 medications is skyrocketing
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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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The global equity team discusses AI, the energy transition, global travel and healthcare efficiency
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