Market GPS
Investment Outlook 2021
What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.
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As the coronavirus spreads, some healthcare companies have warned about falling revenues, while other firms are working on a treatment – and seeing their stocks rise. But Portfolio Manager Andy Acker says investors should not lose sight of the big picture.
Disease treatment is changing rapidly, leading to new therapies and better long-term results for patients. Portfolio Manager Andy Acker and Research Analyst Dan Lyons discuss how these exciting advances are leading to new investment opportunities in healthcare.
In the US, healthcare was a political focal point in 2019, and will likely remain so in 2020. But amid impeachment proceedings and rampant discord in Washington, the odds that the US Congress will pass sweeping healthcare legislation look low, says Portfolio Manager Andy Acker. Meanwhile, the threat of reform is prompting more innovation, which could help drive growth over the long term.
Amid a raft of costly proposals to overhaul the US healthcare system, companies are hustling to find efficiencies and improve patient outcomes. Rich Carney, on the Global Life Sciences team alongside Andy Acker, discusses the innovations that may lead to lower costs and new sources of growth.
Amid a raft of costly proposals to overhaul the US healthcare system, companies are hustling to find efficiencies and improve patient outcomes. Rich Carney, on the Global Life Sciences team alongside Andy Acker, discusses the innovations that may lead to lower costs and new sources of growth.
Biotechnology stocks have been suffering a decline for some months. But while the sector faces some challenges, attractive valuations and a rapid pace of medical innovation could become difficult for investors to ignore, says Portfolio Manager Andy Acker.
Biotechnology stocks have been suffering a decline for some months. But while the sector faces some challenges, attractive valuations and a rapid pace of medical innovation could become difficult for investors to ignore, says Portfolio Manager Andy Acker.
Medical science is entering an exciting phase, but investors need to evaluate each opportunity carefully, says Andy Acker, Portfolio Manager of Global Life Sciences Team. Andy and his team have plenty of healthcare themes to pursue, many of which are already yielding results not just for investors, but also for the health of people across the world.
As immunotherapies are being developed to address some of the most common types of cancers globally, a number of biotechnology companies are focused on delivering targeted therapies for smaller subsets of the disease. Both approaches are worthy of investors’ consideration, say Portfolio Manager Andy Acker and Research Analysts Dan Lyons and Luyi Guo.