Browsing Category
Healthcare
21 posts
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…
September 29, 2023
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…
September 28, 2023
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…
August 9, 2023
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…
July 11, 2023
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…
June 14, 2023
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…
August 28, 2022
The Synthetic Biology Revolution: Investing in the Science of Sustainability
by Edward Bryan, CFA | Senior Research Analyst—Sustainable Thematic Equities, AllianceBernstein What You Need to Know The revolutionary…
November 28, 2021
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…
June 7, 2021
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…
November 12, 2020
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…
May 10, 2020
Equity Leaders Weekly: Copper indicating trade bullishness, Biotech indicating increasing risk appetite
Equity markets in North America and Asia Pacific have resumed their upward course this week after spending the…
February 22, 2019
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…
November 1, 2016
Three health care trends investors should watch
Three health care trends investors should watch by John Manley, CFA, Wells Fargo Asset Management July was a…
August 3, 2016
Compared With Other Countries, U.S. Health Care Looks Sick
Compared With Other Countries, U.S. Health Care Looks Sick by Carl Tannenbaum, Asha Bangalore, Northern Trust SUMMARY Compared…
May 30, 2016
Healthcare Stocks Can Heal from Pricing Scares
Healthcare Stocks Can Heal from Pricing Scares by James Tierney, CIO, Concentrated US Growth, AllianceBernstein Fears of price…
April 19, 2016