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.
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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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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Many seem fond to talk up the “return of the stockpicker” but what about the age of the thematic investor?
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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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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."
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Polar Capital has made two new hires for its healthcare team as it looks to expand its range of healthcare investment products ahead of a predicted uptick in opportunities in the sector.
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Stenham Asset Management has unveiled two fund of hedge funds focusing on the credit and healthcare equities.
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Lombard Odier Investment Managers has appointed Bruce Turner to manage the healthcare portfolio strategy element of its 1798 Fundamental Strategies Fund and Global Equity Long/Short Fund.
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Since the turn of the year, the defensive healthcare and biotech funds have given solid returns.
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Polar Capital’s results showed assets under management jumped by 53% as profits rose three-fold.
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