LATEST INSIGHTS
COVID-19: implications of rising cases in the US
Unlike some countries that have flattened the curve, the US is experiencing a sharp rise in COVID-19 cases. In this video — part of a series on the scientific and investment implications of COVID-19 —Biotech Analyst, Agustin Mohedas, explains why the US trajectory has diverged, noting how the outbreak’s dynamics are changing and what that could mean for the next phase of the pandemic.
COVID-19: What will it take to reopen the economy?
In this latest instalment of our video series exploring the scientific and investment implications of COVID-19, Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas discuss lessons learned as economies reopen, the virus’ fatality rate and the latest news in vaccine development.
COVID-19: Understanding the science & investment implications (Part 5)
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 4)
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 3)
A new video series from our healthcare team offers unique insight into the scientific and investment implications of the COVID-19 crisis.
COVID-19: Understanding the science & investment implications (Part 2)
A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.
Innovation and healthcare amid COVID-19
Portfolio Manager Andy Acker discusses how advances in healthcare have come into focus during the coronavirus pandemic and what that could mean for the sector long term.
Coronavirus and healthcare: a complex dynamic
As the coronavirus spreads, some healthcare companies have warned about falling revenues, while other firms are working on a treatment – and seeing their stocks rise. But Portfolio Manager Andy Acker says investors should not lose sight of the big picture.
The outlook for healthcare stocks in 2020
In the US, healthcare was a political focal point in 2019, and will likely remain so in 2020. But amid impeachment proceedings and rampant discord in Washington, the odds that the US Congress will pass sweeping healthcare legislation look low, says Portfolio Manager Andy Acker. Meanwhile, the threat of reform is prompting more innovation, which could help drive growth over the long term.
Can biotech bounce back?
Biotechnology stocks have been suffering a decline for some months. But while the sector faces some challenges, attractive valuations and a rapid pace of medical innovation could become difficult for investors to ignore, says Portfolio Manager Andy Acker.