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Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

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Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

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Insight from our alternatives team to help clients navigate the markets and opportunities ahead.

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

Latest Insights

Emerging markets now fertile ground for innovation

Emerging markets now fertile ground for innovation

While the pandemic has increased near-term risk, the rise of innovative and value-added industries should place the future trajectory of emerging markets on more stable footing, Daniel Graña and Matt Culley argue.

Despite sell-off, healthcare fundamentals appear strong

Despite sell-off, healthcare fundamentals appear strong

Like the broader equity market, healthcare stocks experienced bouts of volatility during the third quarter. But attractive valuations, continued innovation and an uptick in merger and acquisitions could help lift the sector, says Portfolio Manager Andy Acker.

Drug-pricing reform an uphill battle

Drug-pricing reform an uphill battle

Why the push for government-negotiated drug prices could prove to be a Sisyphean task.

Understanding the impact of delta

Understanding the impact of delta

In the latest video from our ongoing COVID-19 series, Portfolio Manager Dan Lyons and Research Analyst Agustin Mohedas explain why, as well as how the effort to end the pandemic is impacting biopharma.

Beating the biotech blues

Beating the biotech blues

The biotech sector is experiencing its worst period of relative underperformance on record. But some of history’s biggest biotech pains have been followed by memorable gains.

Innovation and low valuations tailwinds for healthcare

Innovation and low valuations tailwinds for healthcare

Despite delivering positive returns, healthcare underperformed the broad market in the first half of the year. Portfolio Manager Andy Acker explains some of the reasons why – as well as why he is optimistic about the sector’s outlook.

The affordable care act lives on

The affordable care act lives on

The Supreme Court’s decision to uphold the legislation may finally bring an end to challenges to the law and further expand health care in the US

Biopharma’s targeted approach to growth

Biopharma’s targeted approach to growth

A new drug targeting a common mutation found in tumors represents a breakthrough in cancer therapy and a potential new source of growth for biopharma.

Making sense of COVID-19 vaccine IP waivers

Making sense of COVID-19 vaccine IP waivers

Why US support for waiving intellectual property protections for COVID-19 vaccines does not spell the end of biotech growth.

Health care’s innovation shifts into high gear

Health care’s innovation shifts into high gear

Portfolio Manager Andy Acker explores the unprecedented number of medical breakthroughs occurring in health care and what it means for the sector.

COVID variants: The impact on pandemic trajectory & biopharma stocks

COVID variants: The impact on pandemic trajectory & biopharma stocks

Making sense of the latest developments around COVID-19 variants and what investors should consider now.

Healthcare builds momentum

Healthcare builds momentum

Recent achievements in clinical research and the 2020 US election outcome could benefit the health care sector in the coming year, says Portfolio Manager Andy Acker.