Latest Insights
Amid volatility, healthcare’s appeal grows
What are the opportunities in the healthcare sector in today’s uncertain financial markets?
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.
From defence to offence in biotech
Why the beaten-down biotechnology sector may be worth another look.
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?
Emerging markets now fertile ground for innovation
While the pandemic has increased near-term risk, the rise of innovative and value-added industries should place the future trajectory of emerging markets on more stable footing, Daniel Graña and Matt Culley argue.
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
Why the push for government-negotiated drug prices could prove to be a Sisyphean task.
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
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
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.
Making sense of COVID-19 vaccine IP waivers
Why US support for waiving intellectual property protections for COVID-19 vaccines does not spell the end of biotech growth.
Access to medicine – the need for innovation, partnerships and data capture
Olivia Gull, Analyst on the Governance and Responsible Investment Team, examines how pharmaceutical companies are addressing the issue of inequitable access to medicine, specifically in low and middle-income countries.