US job growth sluggish pre-election but unemployment rate budges
Friday’s non-farm payroll release was a mixed bag but analysts were encouraged by the drop in unemployment levels.
Healthcare
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Four themes to support Asian growth
Mirae has identified four multi-year themes from the striking rise of the aspirational consumer across Asia that will drive growth in emerging markets.
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Fund trends: Follow the leader
A graveyard for active managers or a door to tech and healthcare opportunities? The US market remains under scrutiny from wealth managers and analysts alike.
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Franklin Templeton: Ignore recessionary fears, US in ‘growth pause’
The US is in a period of “growth pause” rather than lapsing into recession, with long-term equity opportunities in technology and healthcare companies, according to Franklin Templeton’s Grant Bowers.
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AXA expands biotech and healthcare team
AXA Investment Managers hires Peter Hughes as a healthcare equity analyst to its biotech and healthcare team.
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HEAD-TO-HEAD: Axa Framlington Biotech vs Polar Capital Healthcare Opportunities
In this week’s Head-to-Head, Gavin Haynes, managing director at Whitechurch Securities, matches up two medical heavyweights – Axa Framlington Biotech and Polar Capital Healthcare Opportunities.
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Tax cuts, consumers and population dynamics a boon for healthcare
Population dynamics, consumer demand and an effective corporate tax cut are coalescing to make the UK healthcare sector an increasingly attractive proposition, says Newton Investment Management’s Paul Stephany.
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Consumer services the key focus amid election noise
Recent pre-election uncertainty is all about protection, says Smith & Williamson’s Mark Boucher, but consumer discretionary spending will carry on regardless.
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Six reasons to remain bullish on healthcare
The healthcare sector is immersed in an “unprecedented period of structural change” which is a reflection of shifting dynamics and technologies throughout the world. But rather than being a cause for concern, Stenham Asset Management gives reasons why we should be optimistic about healthcare funds
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Entering the age of the thematic investor
Many seem fond to talk up the “return of the stockpicker” but what about the age of the thematic investor?
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Pharma back to haunt ethical investors
Given that healthcare has been the joint-top equity sector this year, growing 18% since the start of 2013, it is unsurprising investors and fund managers alike are positioning themselves to take advantage of profit opportunities.
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pa analysis healthcare longt erm remedy
The opening paragraph in last Friday's Financial Times read: "A sell-off in equities, bonds and commodities yesterday [Thursday 20 June] fuelled fears that the world is entering a fresh phase of financial turbulence as the US Federal Reserve prepares to ease its large-scale asset purchases."
