Section
Healthcare
30 posts
The World’s Shifting — Here's How Capital Group Thinks You Should Shift With It
“It feels a bit like the title of the Oscar-winning movie Everything Everywhere All at Once,” says Jody Jonsson, Vice Chair and Portfolio Manager at Capital Group
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Flying Cars, AI Storylines, and the Future of Investing: TDAM’s Big and Bold Outlook for 2035
Let’s be honest—predicting where investing is headed ten years from now feels a bit like guessing what the…
Just Say No to Drugs
by William Smead, CIO, Smead Capital Management Dear fellow investors, In the aftermath of the influx of illegal…
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 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.…
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…
Healthcare Stocks: Invest in Business, not Science
by Vinay Thapar, CFA, Co-Chief Investment Officer and Senior Research Analyst—US Growth Equities; Portfolio Manager—Global Healthcare, AllianceBernstein Even…
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…
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 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…
