After attending the sector’s preeminent annual gathering, we are as confident as ever in healthcare’s long-term value.
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.
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.
Why we believe the recent slide in healthcare stocks presents a potential buying opportunity.
Sales of GLP-1 weight loss drugs are growing 50% annually, with more research and development underway that could extend growth.
The sector’s traditionally defensive qualities and accelerating innovation could stand out amid a potentially slowing economy.
How this year’s Medicare drug price negotiations could affect the pharmaceutical industry.
Hear how AI and other advances in healthcare are transforming patient outcomes and leading to new investment opportunities.
Why we do not expect the last-minute change in the U.S. presidential election to lead to heightened volatility in healthcare stocks.
Amid interest rate cuts and accelerating innovation, the biotechnology sector could be set up for strong performance.