Why attractive valuations and new growth opportunities make healthcare worthy of another look by investors.
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 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.
While technology is an important aspect of drug discovery, the value of new medicines – and the firms developing them – comes down to the quality of clinical data.
The healthcare sector has been resilient through market drawdowns but also benefits from significant long-term growth drivers.
A wave of innovative therapies is beginning to hit the market, transforming the prospects of the biotech firms behind the science.
The Portfolio Construction and Strategy Team explain why investors should consider a dedicated allocation to healthcare.
Positive clinical trial data in 2022 could lead to record drug launches over the coming year.
Andy Acker discusses how pricing power, growing demand, and an improving outlook for biotech could bolster the sector heading into 2023.