For Institutional Investors in the US
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Research in Action: The Commodities Comeback
A discussion about the structural dynamics keeping metal prices such as copper elevated, and what that means for investors.
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The sector could offer defense, as well as opportunities for long-term gains, in today’s uncertain financial markets.
Why the beaten-down sector may be worth another look.
COVID-19 has had an outsize influence on health care stocks. With the pandemic hopefully retreating, what’s next for the sector?
Fewer COVID-related disruptions and less regulatory uncertainty could give overlooked areas of health care a boost in 2022.
Attractive valuations, continued innovation and an uptick in mergers and acquisitions could help lift the sector.
Why the push for government-negotiated drug prices could prove to be a Sisyphean task.
The 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.
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 U.S.
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.
Why U.S. support for waiving intellectual property protections for COVID-19 vaccines does not spell the end of biotech growth.