Concentrated outperformance at Nite, $100bn in new active money, Eastspring’s Vietnam enthusiasm, Natixis discovers Gen X can’t understand bonds, History rhyming and much more.
Tag: Novo Nordisk
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.
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%.
