Section
Healthcare
34 posts
Currents and Crosscurrents: Biotech’s Complicated Moment
The biotech sector enters the fourth quarter of 2026 carrying a paradox in its pocket: a strong year…
AI in Drug Discovery: The Wrong Keys to the Wrong Locks
The most seductive story in biotechnology right now is also, according to Daphne Koller, the most dangerous one.…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
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…
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
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…