Andy Acker, global life sciences portfolio manager, explores the unprecedented number of medical breakthroughs occurring in healthcare and what it means for the sector.
Tag: Healthcare
Tech, Greater China dominate global equity fund flows in 2020
Will the themes continue to outperform in 2021?
Manulife IM offers healthcare opportunities in the Philippines, Malaysia
Unlike other markets in Asia, investment strategies focusing on the sector have not become widespread yet in both countries.
GSAM to launch thematic funds in Singapore
The firm is also expected to roll out two ESG-focused products in the Lion City.
JPMAM confident on China healthcare theme
Import substitution and market consolidation is transforming China’s healthcare sector, according to JP Morgan Asset Management.
Are US tech companies expensive?
Investors should not be concerned about the rich valuations of US tech and healthcare companies, argues JP Morgan AM’s Tai Hui.
Do impact investments hold up in a crisis?
A healthcare company providing glucose monitoring for diabetes patients, which Hermes includes in its impact fund, saw its share price surge 70% this year.
Pictet WM warns on pandemic themes
Not all companies in the healthcare and IT space are benefitting from the coronavirus outbreak.
Value Partners hunts inside specific sectors
Facing China’s headwinds, the firm is positive on value plays in three equity sectors that have been beaten down.
Why change is expected in Asia’s ESG profile
Asia is far behind developed markets on key ESG issues, but the hope is that China’s regulatory policies to address environmental issues will drive a regional change in mindset.
