Section
Health Care
32 posts
TrumpRx: The $70 Billion Pharma Deal Shaking Up Drug Prices and Market Momentum
by SIACharts.com Donald Trump has announced a series of high-profile deals with major pharmaceutical companies aimed at lowering…
Can AI Help Revitalize the Healthcare Sector for Equity Investors?
by Vinay Thapar, CFA, & Jane Bleeg, AllianceBernstein AI is a potential boon to healthcare companies, but business…
Why Healthcare Investors Shouldn’t Bank on Drug Pipelines
by Vinay Thapar, CFA, Co-Chief Investment Officer and Senior Research Analyst—US Growth Equities; Portfolio Manager—Global Healthcare, AllianceBernstein Healthcare…
Keep Your Eye on the CAR-T
by Christopher Gannatti, CFA Global Head of Research, WisdomTree Key Takeaways Despite weak public biotech stock performance, venture…
Where it pays to get choosy: A case study in stock selection
by Tony DeSpirito, Managing Director, Global Chief Investment Officer, Fundamental Equities, & Ibrahim Kanan, Healthcare sector lead, Fundamental…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
The health care breakthrough that’s not an obesity drug
by Richmond Wolf, Christopher Lee, Judith Finegold, Capital Group You’ve heard of computer hacking, now meet gene hacking.…
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…