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.
Healthcare
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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."
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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.
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Stenham rolls out credit and healthcare FoHFs
Stenham Asset Management has unveiled two fund of hedge funds focusing on the credit and healthcare equities.
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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.
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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.
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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.