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
Pharmaceuticals
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How did world’s biggest vaccine producer fall so badly behind?
If rollout does not speed up, the knock-on effect will have widespread global repercussions
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Covid vaccine is not a shot in the arm for all investors
‘There are certain sectors where the long-term viability is in question’
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Covid vaccine won’t result in a biotech payday
Virus mutations and public scrutiny will make it tough for firms to cash in on a cure
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Multi-asset boutique increases European exposure
Boutique London-based 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.
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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.