Uncertainty about the outlook for AI spending and trade have made focusing on corporate fundamentals all the more important.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
New GLP-1 weight-loss drugs have already hit $50 billion in annual sales – and look to have plenty of room to grow.
The sector offers both traditionally defensive holdings and long-term growth potential that now looks attractively valued.
The importance of fundamental research in an environment where stock market dispersion is increasing.
Five transformational themes we believe are shaping the investment landscape and creating accelerated growth investment opportunities.
After attending the sector’s preeminent annual gathering, we are as confident as ever in healthcare’s long-term value.
A resilient U.S. economy has helped push up valuations of certain stocks, making it all the more important to focus on fundamentals.
We think the market has gone too far in discounting near-term headwinds for the sector, creating an opportunity for investors.
Why we believe the recent slide in healthcare stocks presents a potential buying opportunity.
Andy Acker and Dan Lyons say healthcare investors should expect volatility in 2025 – but also plenty of opportunities for long-term growth.
Why we believe the recent slide in healthcare stocks presents a potential buying opportunity.