Antipodes’ Savas: We see dotcom parallels as investors ignore valuation extremes
Valuations on mega-cap US stocks are at ‘dotcom era extremes,’ warns Alison Savas
Healthcare
-
-
Will healthcare overtake AI as top theme for 2024?
Healthcare is a sector with a lot going on, writes Cherry Reynard, and some of its potential appears unappreciated by investors If AI was the dominant theme in 2023, healthcare might snap at its heels in 2024. Healthcare has often been characterised as dull and defensive, but breakthroughs on obesity drugs, on Alzheimer’s treatment and…
-
How much heed should investors pay to Chinese political risk?
‘The current skittish attitude towards China has driven down a lot of share prices’
-
Is healthcare a defensive play right now?
Bargains may be thin on the ground but there are good opportunities, says one CEO
-
Pictet Asset Management unveils Human thematic fund
Living longer brings with it a host of challenges
-
Healthcare stocks – race for a remedy
Hunt for treatments and vaccines puts spotlight on pharmaceutical companies
-
Data-driven medical devices to transform patients’ lives
Trends in the sector signal a more personalised, data-driven future
-
Gauging opportunities in healthcare innovation
‘The health market is in a state of upheaval,’ says Vigeo Eiris
-
LGIM unveils thematic ETFs focused on disruptive tech
Three new Ucits funds will focus on opportunities created by innovations in AI, healthcare and clean water
-
Biotech boom reinvigorates healthcare investment
Pharmaceuticals used to dominate healthcare sector, but focus has shifted towards innovation and disruption
-
The changing face of ESG in Asia
On the surface, Asia lags miles behind the west on key ESG issues – but the region is developing fast.
-
Biotech and pharma: a remedy for turbulent times?
In the decade since the financial crisis, pharmaceuticals, healthcare and bioscience-focused funds have significantly outperformed the MSCI World index.