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Global Perspectives

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

Decarbonisation in EM Index

Perspectives and insights on Mexico, Central America and the Caribbean, and South America.

Sovereign Debt Index

A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.

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Amid volatility, healthcare’s appeal grows

Amid volatility, healthcare’s appeal grows

What are the opportunities in the healthcare sector in today’s uncertain financial markets?

Can Biotech Bounce Back?

Can Biotech Bounce Back?

For more than a year, biotechnology stocks have been deep in the red, even as medical breakthroughs continue – a disconnect we think is unlikely to last.

Opportunities in healthcare in 2022

Opportunities in healthcare in 2022

COVID-19 has had an outsize influence on healthcare stocks. With the pandemic hopefully retreating, what’s next for the sector?

From defence to offence in biotech

From defence to offence in biotech

Why the beaten-down biotechnology sector may be worth another look.

Despite sell-off, healthcare fundamentals appear strong

Despite sell-off, healthcare fundamentals appear strong

Like the broader equity market, healthcare stocks experienced bouts of volatility during the third quarter. But attractive valuations, continued innovation and an uptick in merger and acquisitions could help lift the sector, says Portfolio Manager Andy Acker.

Drug-pricing reform an uphill battle

Drug-pricing reform an uphill battle

The Biden administration’s highly anticipated plan for drug-pricing reform includes proposals that could limit the private sector’s willingness to invest in future research. Portfolio Manager Andy Acker and Research Analyst Luyi Guo say investors shouldn’t count on that outcome just yet.

Understanding the impact of delta

Understanding the impact of delta

In the latest video from our ongoing COVID-19 series, Portfolio Manager Dan Lyons and Research Analyst Agustin Mohedas explain why, as well as how the effort to end the pandemic is impacting biopharma.

Beating the biotech blues

Beating the biotech blues

The biotech sector is experiencing its worst period of relative underperformance on record. But some of history’s biggest biotech pains have been followed by memorable gains.

Innovation and low valuations tailwinds for healthcare

Innovation and low valuations tailwinds for healthcare

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.

Biopharma’s targeted approach to growth
Quick Views Healthcare

Biopharma’s targeted approach to growth

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. Portfolio Manager Andy Acker and Research Analyst Agustin Mohedas explain how the science could benefit patients and biopharma alike.

The affordable care act lives on

The affordable care act lives on

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

Making sense of COVID-19 vaccine IP waivers

Making sense of COVID-19 vaccine IP waivers

The Biden administration says it backs a proposal to waive intellectual property rights (IP) for COVID-19 vaccines. How could that impact future investment in biotech? Portfolio Manager Andy Acker explains.