Section
Healthcare
27 posts
Why Healthcare Investors Shouldnât Bank on Drug Pipelines
by Vinay Thapar, CFA, Co-Chief Investment Officer and Senior Research AnalystâUS Growth Equities; Portfolio ManagerâGlobal 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 health care breakthrough thatâs not an obesity drug
by Richmond Wolf, Christopher Lee, Judith Finegold, Capital Group Youâve heard of computer hacking, now meet gene hacking.…
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, CFAÂŽ, Analyst, AGF Investments Inc. Consumer staples, healthcare and utilities sectors have underperformed…
Healthcare Stocks: Invest in Business, not Science
by Vinay Thapar, CFA, Co-Chief Investment Officer and Senior Research AnalystâUS Growth Equities; Portfolio ManagerâGlobal Healthcare, AllianceBernstein Even…
AOH1996: Breakthrough Cancer-Killing Drug or Just Another Hype?
âThe fact that hype exists doesn't prove that something is not important.â â Vilayanur Ramachandran This sentiment is the…
Technology advancements driving opportunities in health care
by Nick Getaz, CFA, Portfolio Manager, Research Analyst, Franklin Equity Group, Amritha Kasturirangan, Portfolio Manager, Research Analyst, Franklin…
Will AI Transform the Healthcare Industry for Investors?
by Vinay Thapar, CFA| Co-Chief Investment Officer and Senior Research AnalystâUS Growth Equities; Portfolio ManagerâGlobal 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 Synthetic Biology Revolution: Investing in the Science of Sustainability
by Edward Bryan, CFA | Senior Research AnalystâSustainable Thematic Equities, AllianceBernstein What You Need to Know The revolutionary…
Healthcare Stocks: Four Questions for the Recovery
by Vinay Thapar, AllianceBernstein Disappointing returns for healthcare stocks through the marketâs recovery from the pandemic have raised…
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…
