Beneath the bonnet: The case for Rollins, JOHCM and Gym Group
Three fund managers share stocks that are making a difference
Pharmaceuticals
-
-
FundCalibre’s McDermott: Anti-obesity drugs will drive healthcare in 2024
Demand for GLP-1 medications is skyrocketing
-
2023 serves up new challenges for managers
Jacob Mitchell of Antipodes Partners and AJ Bell’s Ryan Hughes give their thoughts on inflation and which assets they are most excited about for 2023
-
Terry Smith jettisons Johnson & Johnson from £25bn fund
Star manager’s tech holdings like Meta have been brutally punished in 2022 market downturn
-
Weekly outlook: Glaxosmithkline and Unilever report as activist investors circle
Key events for UK wealth managers for the week starting 7 February
-
Sophie Meatyard: Breaking down the top-performing MSCI sector of 2018
MSCI World Health Care Index reaped positive returns as the wider market sold off
-
Multi-asset boutique increases European exposure
Boutique asset manager Kestrel Investment Partners is increasing exposure to Europe’s financial, telecom and pharmaceutical sectors on the back of the European Central Bank’s quantitative easing (QE) decision.
-
Woodford’s flagship fund finds footing; smashes £10bn mark
Neil Woodford’s flagship fund found its footing in February and broke the £10bn barrier as the reflation trade began to lose its shine.
-
BB Biotech says it had to weather the storm last year
BB Biotech managed to “weather the storm” that gripped the biotech sector in 2016 and beat its benchmark index, according to its latest annual report.
-
AstraZeneca’s lower profits bitter pill to swallow
Shares were down 2.5% to 4,461.5p late Thursday morning, following reports the pharmaceutical group’s pre-tax profits had slipped 29%.
-
PA ANALYSIS: No hiding place from China’s malaise
As the dust (hopefully soon) starts to settle on last week’s market carnage, investors are out pointing fingers at the biggest losers, and speculating on whether they could be tomorrow’s big winners.
-
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.
