Nikko Asset Management: Four key themes to play in 2024
The global equity team discusses AI, the energy transition, global travel and healthcare efficiency
Healthcare
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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
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Jennison’s Baribeau: Four global equity sectors for ‘powerful’ growth
Manager of the PGIM Jennison Global Equity Opportunities Fund discusses how last year’s valuation reset has created a more fertile hunting ground for equities
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Impact investing: The power of positive thought
Pictet Positive Change manager Evgenia Molotova and her team look to identify companies with the skill, balance sheet and will to change
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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
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Gareth Blades: The planet’s ‘most awesome force’? How to tap into it
The differing attractions of the pioneers, enablers and adopters of genetic sequencing
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How to avoid the boom and bust of healthcare and biotech investing
Average 12-month share price return of 5.4% masks a significant dispersion
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Should investors bear with US?
Paul O’Connor of Janus Henderson and T Rowe Price’s Eric Papesh give their views on the prospects for American assets
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How to spot the US small-cap stars
This inherently innovative but sometimes esoteric sector has a lot to offer but market conditions are getting choppy