After a bout of early-year volatility, a series of trends is emerging that is likely to provide a tailwind for global equities over the mid term.
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These company characteristics could help investors win out over looming tariffs and federal funding cuts in the healthcare sector.
New GLP-1 weight-loss drugs have already hit $50 billion in annual sales – and look to have plenty of room to grow.
The sector offers both traditionally defensive holdings and long-term growth potential that now looks attractively valued.
Five transformational themes we believe are shaping the investment landscape and creating accelerated growth investment opportunities.
After attending the sector’s preeminent annual gathering, we are as confident as ever in healthcare’s long-term value.
A resilient U.S. economy has helped push up valuations of certain stocks, making it all the more important to focus on fundamentals.
We think the market has gone too far in discounting near-term headwinds for the sector, creating an opportunity for investors.
The sector’s traditionally defensive qualities and accelerating innovation could stand out amid a potentially slowing economy.
How this year’s Medicare drug price negotiations could affect the pharmaceutical industry.
Hear how AI and other advances in healthcare are transforming patient outcomes and leading to new investment opportunities.