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
Healthcare
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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
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Five themes taking centre-stage for ESG investors
Investing through a thematic lens is vital if we are to realise a sustainable world. Portfolio Adviser’s sister publication ESG Clarity talks to experts about the challenges and opportunities in five key areas
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Property funds fare worst in a sorry September for investors
While US bonds, healthcare and Latin America deliver the only bright spots
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Investing in personalised medicine: One step forward, two steps back
Patients may prefer to stay on existing treatments and wait 10-to-20 years to see how the hoped-for cure is working
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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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Axa IM loses healthcare specialist to Pacific Asset Management
Dani Saurymper joins PAM in July to launch a fund, leaving Peter Hughes and Linden Thomson in charge of Axa funds
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What segments of the healthcare sector are most resilient amid the Covid-19 outbreak?
Financial benefits for any company that discovers a Covid-19 vaccine splits analyst opinion
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Malcolm Schembri: Snatching at coronavirus hope could hurt investors
Potential Covid-19 breakthroughs should fuel investment in healthcare companies but shrewd stock selection will be vital
