Browsing Category
Health Care
26 posts
What’s right with the world
by Jared Franz, Jeff Garcia & Carl Kawaja, Capital Group A daily diet of negative news can lead…
Weighty Matters
by Carl Tannebaum, Chief Economist, Northern Trust 2024 is upon us. We hope that the old year concluded…
Weight loss drugs could reshape industries beyond health care
by Michael Beckwith, Greg Wendt, and Laura Nelson Carney, Capital Group From deep-fried turkey to pumpkin pie, the…
Big Picture: Investors Not on the Defensive, Despite Talk of Recession
by Abhishek Ashok, M.A., MFE, CFA®, Analyst, AGF Investments Inc. Consumer staples, healthcare and utilities sectors have underperformed…
AOH1996: Breakthrough Cancer-Killing Drug or Just Another Hype?
“The fact that hype exists doesn't prove that something is not important.” – Vilayanur Ramachandran This sentiment is the…
Will AI Transform the Healthcare Industry for Investors?
by Vinay Thapar, CFA| Co-Chief Investment Officer and Senior Research Analyst—US Growth Equities; Portfolio Manager—Global Healthcare, AllianceBernstein Healthcare…
4 reasons health care could lead the next bull market
by Christopher Lee, Investment Analyst, U.S. Pharmaceuticals and Biotechnology, and Diana Wagner, Equity Portfolio Manager, Capital Group Amid…
The Healthcare (R)evolution
by Niels Clemen Jensen, Absolute Return Partners "Getting older is fine. There is nothing you can do to…
Healthcare Stocks: Four Questions for the Recovery
by Vinay Thapar, AllianceBernstein Disappointing returns for healthcare stocks through the market’s recovery from the pandemic have raised…
An Investor’s Cheat Sheet on the Vaccine
by Carmen Tang, AGF Management Ltd. Regulatory approvals now being announced in several countries around the world are…
Glimpses of 2030: Health care innovation reaches warp speed
by Cheryl Frank, Portfolio Manager, and Rich Wolf, Portfolio Manager, Capital Group Innovation in drug discovery, diagnostics and…
Harvesting Enhanced Income from Large Cap Stocks in the 'Lower-for-Longer Lockdown' Market
Enhanced Income ETFs stand to benefit from COVID-19's market volatility - the convergence of 'lower for longer' interest…
A More Dovish Fed Signals a Change in Investor Sentiment
Last week’s Fed meeting, which hinted that we could potentially see 1-2 interest rate cuts in the US…
SIA Weekly: Outlook for Nasdaq Composite and Biotech (IBB)
by SIACharts.com For this week’s edition of the SIA Equity Leaders Weekly, we are going to revisit the…
The Boom in Healthcare Valuations Has Ended
I thought this was a fascinating chart. It shows the P/E Ratio of Healthcare stocks (blue) compared with…
