Coronavirus sector review: Matthews Asia reigns supreme as China funds best developed market rivals
The average IA China fund is down 0.6% compared with North America (-9.7%) and UK All Companies (-22.0%)
Healthcare
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Healthcare fund managers caution against getting caught up in Covid-19 vaccine hype
Gilead Sciences has taken investors on a rollercoaster ride as it trials a treatment for the coronavirus
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Smithson reveals stocks that have aided its coronavirus outperformance
Fundsmith investment trust delivers less than half the 23% falls seen in the MSCI index
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Healthcare funds not quite what the ESG doctor ordered
Growing fund universe has £6bn in AUM
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Sophie Meatyard: Is there a cure for ‘misbehaving’ pharma?
Sector trailing other traditional late cycle winners despite strong earnings growth
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Woodford-backed stem cell company rallies 520%
Prothena also examines way forward for drug put on hold in 2018
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Sophie Meatyard: Breaking down the top-performing MSCI sector of 2018
MSCI World Health Care Index reaped positive returns as the wider market sold off
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Polar healthcare duo forgo fund profits for £24m shares
Aim-listed manager will issue up to four million new ordinary shares
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BB Biotech says it had to weather the storm last year
BB Biotech managed to “weather the storm” that gripped the biotech sector in 2016 and beat its benchmark index, according to its latest annual report.
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The top five contrarian plays of the year so far
From betting on Europe over the US to sticking by emerging market debt, Portfolio Adviser considers five ways portfolio managers have stepped outside the box early on in 2017.
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A bright future for biotech?
New products, strong finances and robust growth: the fundamental strength of the biotech sector was plain to see at JP Morgan’s annual conference for healthcare investors, but it was shrouded by the current political environment.
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Woodford expects healthcare boost after Trump win
Neil Woodford expects returns from the bullish healthcare allocation in his three funds could now pick up following today’s win for Donald Trump.
