All Healthcare articles
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White papersGravity’s Pull Isn’t Strong Enough Yet
While fears of a COVID resurgence impacting activity and premature monetary policy tightening are weighing on markets’ outlook, momentum in the economic recovery is set to keep growth from succumbing to the pull of gravity.
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White papers
Gravity Will Not Prevail–At Least Not Yet
In advanced economies, storefronts have opened, effective vaccines are rolling out, and people are ready to return to “life as we knew it.” However, normalcy will not return until the pandemic is over globally—unless borders remain closed, with unknown collateral damage.
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White papers
How can we tackle the effects of air pollution on human health?
The quality of the air we breathe can have a significant impact on our health. Alex Bernhardt explores the climate change-driven causes of air pollution and how to tackle the problem.
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White papers
Adapt to Change
The NB Global Sustainable Equities team invests in companies that do no harm, have a durable competitive position and are adaptive to change.
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White papers
The Great Reset: Rethinking Globalization
The COVID-19 pandemic has provided a unique opportunity to reset and rethink our approach for a better future.
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White papers
Stop-and-Go Economy Refuses to be Stopped
If last year’s life-under-a-pandemic experience was unusual for every human on the planet, this year’s recovery stands apart in the history of recoveries.
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White papers
Shifts & Narratives #5 - A unique crisis that opens the way to multiple regime shifts
The Covid-19 crisis is exceptional in many ways. It is the most serious health crisis since the Spanish flu a century ago. This crisis resulted in an unprecedented contraction of activity in 2020 and in the deepest global recession since World War II.
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White papers
Medical miracle: Health care innovation saves the world
Several drug developers brought COVID-19 vaccines from initial trials to people’s arms in less than a year. This lightning quick pace defied the expectations of health care professionals and saved countless lives. It was far faster than the development of any similar drug.
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White papers
Will the planets align for a green and energy transition?
Sycomore AM believes that through a combination of increased collective awareness, technological innovation and an enhanced regulatory landscape, the planets can align to ensure a meaningful and durable transition. But will they?
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White papers
Personal Perspective On The Implications Of India’s Outbreak
India’s early experience with COVID-19 was relatively mild. Based on the information available, the country’s virus-related deaths in early to mid-2020 were low on a per capita basis compared to those in the U.S.
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Podcast
The mindful investor
Can investment professionals benefit from approaching their working day more mindfully? Could mindfulness hold the key to reducing work-related stress while boosting productivity and making us better colleagues? To find out more, tune in to the latest episode of Fundamentals.
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White papers
Blockchain Innovates and Disrupts
Our Chief Market Strategist Stephen Dover believes blockchain has the potential to launch a new global digital Renaissance, transforming financial services, supply chains, healthcare, backend offices, and more.
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White papers
Macro Perspectives: Growth, Rates and Inflation
In this Macro Perspectives, we explore macroeconomic views across our specialist investment teams. It turns out, not everybody agrees on the path forward.
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White papers
Franklin Templeton Investment Solutions: Allocation Views
With a continued theme of ‘Strong Cyclical Rebound in Global Growth’, our Franklin Templeton Investment Solutions team retain a long-term optimistic perspective, including the view that inflation is unlikely to be problematic; and swift policy changes held off.
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White papers
Asset Class Return Forecasts - Q2 - 2021
With vaccination programs worldwide well underway, the spotlight has shifted now to the nature of the economic recovery.
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White papers
Global Asset Allocation Viewpoints 2Q 2021: Investing through the pandemic
The first quarter launched 2021 on a positive note. Risk markets ignored short-term economic setbacks and outperformed in anticipation of additional fiscal stimulus and widespread vaccine distribution.
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White papers
Market Scenarios and Risks - May 2021
We note progress on the vaccine front despite logistics and side effects issues. In our central scenario, equities outperform on the back of abundant liquidity, improving fundamentals and accommodative monetary policy.
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White papers
Geopolitics of the vaccine
Eighteen months after the first Covid-19 cases hit China, the outbreak is still uncontrolled globally and remains the main source of economic uncertainty outside Northern Asia. As long as there is no treatment, access to effective vaccines is the main factor in returning to a ‘normal’ life.
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White papers
Coiled Spring
Exceptional garden pinks and yellows mark the arrival of seasonal spring, but the world’s economic data outline a “coiled spring”.
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White papers
NIM Solutions Insight - 100 Days of Biden
Natixis Affiliate Publication: President Biden has reached his first milestone, 100 days in office. What has this time told us about who he will be as president and how his policies might impact markets?
