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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.
Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on the previous quarter of 2021 and looks ahead to the opportunities in the world of sustainability.
Portfolio managers Alison Porter, Graeme Clark and Richard Clode delve into how technology is transforming every aspect of football.
Jamie Ross, European equities portfolio manager, identifies some of the COVID-19 recovery trade opportunities that have slipped under the radar amid the COVID bounce and discusses portfolio positioning for the rest of 2021.
Portfolio manager May Ling Wee discusses China’s challenges and responses to an ageing population and what this means for investors.
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
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.
Nick Sheridan, European value portfolio manager, explains why he expects value investing to return to the fore.
Can surplus cash on corporate balance sheets provide a tailwind for market growth in 2021?
Copper prices have recently been hitting record highs. Portfolio manager Tal Lomnitzer explains why and discusses the implications.
In places where vaccination rates are rising, COVID-19 cases are dropping dramatically. What that means for ending the pandemic and health care long term.
Jennifer James and Ales Koutny, emerging market specialists within the Global Bonds Team, interpret the data in China’s latest census, highlighting pressing economic and societal issues that will need to be addressed.
