All Healthcare articles
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VideoHealthcare Stocks Can Help Lower Inflation’s Fever
”I think one of the benefits of investing in healthcare is that these companies have inelastic demand. If you need a new heart valve, inflation isn’t going to impact that decision.”
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White papersHealthcare Stocks: An Innovative Remedy for Volatile Times
Healthcare stocks have remained in vogue through volatile markets, driven by increased interest in the sector during COVID-19. Yet the sources of the sector’s appeal run deeper than the pandemic’s effects and can provide resilient return potential through uncertain market conditions in 2023.
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White papersChina: back to pragmatism
2022 ended in an abrupt fast-track reopening. In one month, China dropped most of its Covid-related restrictions, vowed to support the housing market more, and set pro-growth policies. We expect the Chinese economy to be separated from the global slowdown in 2023, accelerating from a low base. ...
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White papersChina enters ‘new phase’ of Covid recovery following civil unrest
Just over a month into his unprecedented third term, Chinese president Xi Jinping sees authority tested by wave of political protests in response to Beijing’s stringent Covid-19 restrictions and outcry over media suppression.
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White papersAge-Restricted Apartments: A Compelling Investment Opportunity
Age-restricted (AR) apartments appear to be an increasingly compelling investment opportunity within the residential real estate market.
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White papersThe case for alternatives in uncertain markets
Investor demand for alternative real estate sectors in Europe continues to remain at record levels. Sectors once viewed as niche have established themselves as part of well diversified real estate portfolios, with specialised strategies such as student accommodation, build-to- rent, life sciences and healthcare now regularly featured among the top of investor’s sectoral wish-lists.
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White papersInvesting in the fight against a worsening obesity epidemic
Obesity has quickly reached global epidemic proportions over recent years with levels close to tripling since 1975.
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White papersWhere is China heading to
China’s cyclical recovery outlook hinges critically on developments in Covid-19 policy. Housing will become less of a drag as the sector manages an L-shaped landing. In the long run, China faces multiple structural headwinds. It will be difficult for it to maintain the miraculously high growth it experienced ...
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White papersAn Apple (Watch) a Day, Keeps the Doctor Away
5G can play a crucial role in the health monitoring functions of wearable technology, which can make a difference between life and death.
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White papersCOVID Restrictions in China Likely to Last Well Into 2023
There are three appropriate off-ramps policymakers could take to move away from the policy without creating further disruption, but even then progress toward a full end to restrictions will likely be protracted and won’t come until later in 2023.
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Asset Manager NewsPrimonial REIM Germany Acquires Healthcare Property In Celle For Primovie Fund
Primonial REIM Germany is buying another care facility for Primovie, a retail investors fund managed by Primonial REIM France.
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White papersHow can investors aid pandemic resilience?
Covid-19 taught us important lessons on pandemic preparedness. How can we plan for the future, and how can investors help bolster resilience against future pathogens? Alexander Bernhardt and Delphine Riou explore.
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White papersThe spoils of the pandemic: in this together?
Covid-19 laid bare the social inequalities at the core of our economies. Through stewardship and engagement, investors can be the quiet force behind the solution, writes Diana Glassman, EOS engager.
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White papersAMN Healthcare: Engagement commentary
As the leading healthcare staffing company in the US, AMN has the ability to lead the healthcare industry on the issue of gender pay.
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White papers4 reasons health care could lead the next bull market
Amid the storm of market volatility in the first half of 2022, health care was among the few areas that offered investors some shelter.
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White papersQ2 2022 Seniors Housing Research Perspective
The seniors housing recovery maintained its momentum in the second quarter as the typical seasonal factors faded translating into more material occupancy gains which is consistent with expectations.
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White papersFrom consumer gadgets to medical devices
The distinction between consumer and healthcare devices is becoming less pronounced in light of a recent trend whereby more consumers are using medically-proven health monitoring tools, and more non-patients are using medical devices. Investors in this market should be aware of how competition is developing.
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White papersConsumer demand for the quantified self Consumer demand for the quantified self
The first conventional quantified self device, counting users’ steps over the course of the day, was launched in 2009. Since then, a number of world-leading brands have entered this rapidly-growing market and burgeoning investment trend.
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White papersBetter health through the quantified self
Better and earlier diagnostics are key to moving from curing disease to preventing sickness entirely. Smart devices and fitness trackers stand to play a significant role in this advancement.
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PodcastThe uncapped impact series with GreenLight Biosciences
Until recently, humanity has relied on chemical solutions to address its biggest challenges. For example, our ability to grow food, to defend livestock against disease and to safeguard human health, all depend in part on chemical solutions. Today is no different. Yet resistance to chemicals is rising rapidly, exacerbated by climate change and ecosystem degradation.
