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.
Neil Woodford expects returns from the bullish healthcare allocation in his three funds could now pick up following today’s win for Donald Trump.
Friday’s non-farm payroll release was a mixed bag but analysts were encouraged by the drop in unemployment levels.
Mirae has identified four multi-year themes from the striking rise of the aspirational consumer across Asia that will drive growth in emerging markets.
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.
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.
AXA Investment Managers hires Peter Hughes as a healthcare equity analyst to its biotech and healthcare team.
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.
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.
Recent pre-election uncertainty is all about protection, says Smith & Williamson’s Mark Boucher, but consumer discretionary spending will carry on regardless.
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
Many seem fond to talk up the “return of the stockpicker” but what about the age of the thematic investor?
