Tom Hancock, head of focused equity and portfolio manager of the firm’s $29bn quality strategy, tells FSA how it has managed to consistently outperform and where he currently sees opportunities.
Tag: Healthcare
AllianceBernstein: Don’t bet on clinical trials when investing in healthcare
Most healthcare investors focus on binary bets around clinical trials instead of buying profitable healthcare businesses, according to AllianceBernstein’s Vinay Thapar.
Why this healthcare fund is backing future AI winners
As artificial intelligence permeates through the healthcare industry, Bellevue Group favours the companies that stand to gain the most.
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.
