Healthcare

  • Consumer services the key focus amid election noise

    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.

  • Six reasons to remain bullish on healthcare

    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

  • Entering the age of the thematic investor

    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?

  • Pharma back to haunt ethical investors

    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.

  • pa analysis healthcare longt erm remedy

    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."

  • Polar capital expands healthcare operations

    Polar capital expands healthcare operations

    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.

  • Stenham rolls out credit and healthcare FoHFs

    Stenham rolls out credit and healthcare FoHFs

    Stenham Asset Management has unveiled two fund of hedge funds focusing on the credit and healthcare equities.

  • Lombard Odier appoints healthcare specialist

    Lombard Odier appoints healthcare specialist

    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.

  • Healthcare out of its doldrums and in need of specialist care

    Since the turn of the year, the defensive healthcare and biotech funds have given solid returns.

  • Polar Capital sees assets rise by 50% in past 12 months

    Polar Capital’s results showed assets under management jumped by 53% as profits rose three-fold.