Healthcare’s mix of innovation and defensive characteristics is helping support a compelling opportunity set for investors.
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.
New drug formats and emerging indications are expanding the potential reach of GLP-1 therapies and shaping the market’s next phase of growth.
With the U.S. market dominated by mega-cap tech companies, investors may be more exposed to tech – and less exposed to healthcare innovation – than they realize.
Aging populations are driving demand for healthcare innovation, while as AI productivity improves, monetisation paths are becoming clearer.
With innovation back in focus, a dense slate of drug launches, data readouts, and regulatory decisions makes 2026 a consequential year for pharma and biotech.
After attending the sector’s flagship conference, we come away with strengthened conviction in the constructive backdrop shaping healthcare in 2026.
As the Trump administration enters its second year with a focus on affordability, investors must consider what the president’s latest policies will mean for markets.
Andy Acker and Dan Lyons explain why low valuations and improving fundamentals could help the healthcare sector stand out in 2026.
The biotech sector has rebounded from a sharp sell-off earlier this year and could deliver even more value to investors who know where to look.
Optimism is returning to the biotech space, and we see durable drivers behind the recent performance recovery.
New developments around pharmaceutical tariffs and U.S. drug pricing reform suggest the hit to the biopharma industry may, over time, be less than feared.