The sector has historically underperformed in the lead-up to U.S. presidential elections, but that may not be the case in 2024.
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.
How healthcare’s small- and mid-cap companies could benefit from one of today’s key macroeconomic growth drivers: aging populations.
With populations in some of the largest economies quickly graying, innovative small- and mid-cap healthcare companies could deliver new growth opportunities for investors.
Several factors are coming together that could help push the biotech sector higher.
With depressed valuations and accelerating innovation, we believe the sector offers an attractive combination for long-term investors.
Agustin Mohedas discusses the market opportunity associated with GLP-1 agonists, the new drug tackling obesity.
Andy Acker and Dan Lyons share their outlook, saying a rapid pace of innovation and attractive valuations could propel the sector higher.
These healthcare subsectors offer an attractive combination of long-term growth drivers at below-average valuations.
Hear how advances in drug development, patient outcomes, and other trends are impacting the investment outlook for healthcare.
The stocks of inflammation and immunology (I&I) focused companies have outperformed in 2023 and could continue to deliver in the years ahead.
Performance in the sector has split between companies with positive clinical data and those without.