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
Healthcare
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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
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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