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.
With depressed valuations and accelerating innovation, we believe the sector offers an attractive combination for long-term investors.
Several factors are coming together that could help push the biotech sector higher.
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.