Market GPS
Investment Outlook 2021
What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.
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Health Care Builds Momentum
Portfolio Manager Andy Acker says the health care sector looks set to ride a number of positive trends into 2021.
COVID-19 Vaccine Beats Expectations
How a novel vaccine candidate from Pfizer and BioNTech could shape the trajectory of the global pandemic.
A Potential Turning Point in the Battle Against COVID-19
Delivering better-than-expected trial data, a vaccine candidate from Pfizer and BioNTech could mark the beginning of the end of the pandemic and boost confidence in an economic recovery, now underway.
Affordable Care Act: “Reports of My Death Are Greatly Exaggerated”
A look at the future of the ACA following the passing of Supreme Court Justice Ruth Bader Ginsburg and what it means for health care stocks.
Health Care Gains an Edge
How COVID-19 is shifting the discourse around health care during the 2020 U.S. election.
Innovation and Government Aid Propel COVID-19 Vaccines, Biotech Sector
New technology and government funding are helping accelerate COVID-19 vaccine development, with potential benefits for the biotech sector over the long term.
COVID-19: Implications of Rising Case Numbers in the U.S.
COVID-19 cases are mounting in the U.S. But the dynamics of the outbreak are also changing, with important implications for the next phase of the pandemic.
What a Return to “Normal” Could Mean for Equities
In our ongoing video series on COVID-19, a discussion of the pandemic’s trajectory, vaccine development and investment considerations post-crisis.
What Will It Take to Reopen the Global Economy?
An update on vaccines, fatality rates and lessons learned as economies reopen – the latest in a video series on the scientific and investment implications of COVID-19.
COVID-19: Understanding the Science & Investment Implications (Part V)
A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.
COVID-19: Understanding the Science & Investment Implications (Part IV)
A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.
COVID-19: Understanding the Science & Investment Implications (Part III)
A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.