Agustin Mohedas discusses the market opportunity associated with GLP-1 agonists, the new drug tackling obesity.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Andy Acker and Dan Lyons share their outlook, saying a rapid pace of innovation and attractive valuations could propel the sector higher.
These healthcare subsectors offer an attractive combination of long-term growth drivers at below-average valuations.
Hear how advances in drug development, patient outcomes, and other trends are impacting the investment outlook for healthcare.
The stocks of inflammation and immunology (I&I) focused companies have outperformed in 2023 and could continue to deliver in the years ahead.
How innovation, secular tailwinds – even regulation – are driving growth in the sector.
Why attractive valuations and new growth opportunities make healthcare worthy of another look by investors.
New weight-loss medications could dramatically improve patient health – with big implications for the healthcare sector.
A new approach to treating diabetes could lead to weight loss and cardiovascular benefits, unlocking the potential for significant growth.