As artificial intelligence permeates through the healthcare industry, Bellevue Group favours the companies that stand to gain the most.
Tag: Healthcare
Janus Henderson on ‘the biggest commercial opportunity ever seen in healthcare’
Janus Henderson’s Andy Acker suggests the opportunity for healthcare outperformance is becoming more promising after last year’s difficulties.
Fund selectors worry about China’s woes – Natixis IM
42% of fund selectors rank China as their top concern compared with 21% globally, according to Natixis Investment Managers’ survey.
Will healthcare be the top investment theme in 2024?
The Novo Nordisk share price is up 51% over the past year, while Eli Lilly is up 84%.
How this global equity fund bounced back in 2023
After a rough ride during 2021 and 2022, the PGIM Jennison Global Opportunity fund is outperforming in 2023.
Are markets underestimating this underperforming sector?
Fund managers at Janus Henderson and abrdn share why they are bullish on the healthcare sector.
The FSA Spy market buzz – 10 November 2023
Dividend kings, JP Morgan’s active drive, Wellington Management’s biopharma video, M&G’s investment mega trends, soaring hedge fund pay, Ray Dalio’s biography, Ottawa madness and much more.
AXA IM: Robotech could be resilient during potential downturn
AXA IM identifies two areas within robotech that are likely to weather the recessionary storm.
China’s reopening policies boost market confidence
Short-term sentiment has been boosted after the Chinese government announced plans to relax restrictions, said market observers.
Q&A with Julia Angeles, Investment Manager, Baillie Gifford
FSA spoke with Julia Angeles, Investment Manager, Baillie Gifford, who discussed why the recent sell-off in the healthcare sector has been excessive, how AI is revolutionising the development of drugs and much more.
