Johnson presented at the FSA Investment Forum in Kuala Lumpur on September 28, speaking on “Reasons to invest in healthcare”.
In the video, he answers questions on whether healthcare is more driven by government policies than fundamentals, where his firm’s healthcare strategy is overweight given high valuations, and speculative risk in the sector.
Investors turn to real estate for alternative income
Driving decarbonisation: how to access new forms of alpha
Unmasking the dividend opportunity
Dynamism is the name of the game for this global macro strategy
The year of living dangerously for income investors
Don’t get left behind in fixed income
Who’s afraid of higher interest rates?
Turning environmental hopes into investment reality
Step up your portfolio by doubling down on sectors set for long-term growth
Accessing Asian 5G innovation: three key portfolio themes
Golden mystery, Next big Healthtech thing, Plastic everywhere, The Magnificent Seven wane, Dreary fund presentation hell, Putting The Economist in its place, A touch of Shakespeare and much more.
Part of the Mark Allen Group.
