All Healthcare articles
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White papersBlog | Is a regime change brewing in Factor land?
Vaccine-fueled hopes for a quicker return to economic normalcy ignited a powerful rotation in Q4 away from long-dominant Quality and Momentum into Value and (smaller-cap) Size factors hit hardest by the pandemic shock since last March.
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White papers
High Yield: Strong Tailwinds, But It May be a Bumpy Ride
High yield has a number of supportive tailwinds at its back—from a more manageable default picture and less exposure to potentially rising rates to investors’ continued demand for yield. But uncertainties remain, suggesting a potentially bumpy path to recovery.
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White papers
EMD: Light at the End of the Tunnel
The rollout of the COVID vaccine may be slower across emerging markets, meaning restrictions will likely remain in place for the foreseeable future. But there are bright spots—including in local currencies and companies that have adapted to this ‘new normal’.
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White papers
GP- Led Opportunities at the Smaller End of the Market
COVID-19 was a shock for the secondary market. Transaction volumes fell dramatically in Q2 2020, particularly at the larger end of the market where LP portfolio sales stopped completely.
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White papers
Macro Quarterly - New year, same early-cycle recovery
Macroeconomic themes and tactical asset allocation opportunities
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White papers
Europe’s “Man On The Moon” Moments
While 2020 brought many challenges and uncertainties for investors in Europe, there are reasons to be optimistic about the future.
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White papers
Imagine – Super-forecasting for those who don’t know
There is always a lot of interest in predicting the future, especially at this time of year when experts telling us what to expect over the next 12 months inundate us. In general, the quality and results of predictions are unimpressive. 2020 has been a case in point.
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White papers
Digital transformation: think beyond the tech mega caps
2020 has seen the world’s largest tech companies get bigger and the global digital transformation grow wider, but what does the future have in store?
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White papers
Blog | Good in parts: 2021 CMBS and the COVID rebound
With COVID vaccines being rolling out in the next few months, the CMBS market is hopeful of a swift recovery of the CRE fundamentals. Since peaking in June, the CMBS delinquency rates have been trending down in last five months (see chart below). While the performance of many properties which were doing well pre-COVID is expected to rebound in 2021, it seems likely that the recovery will be uneven across different property types.
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White papers
Macro Outlook Webcast: Looking to 2021 and Beyond, December 2020
Join Eoin Murray, Head of Investment, and Neil Williams, Senior Economic Adviser, for a lively discussion as they look to 2021 and beyond.
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White papers
CIO EMEA Outlook 2021: Knowns And Unknowns After A Tumultuous Year
At the beginning of the year we were threatened with excitement, be that trade wars or ongoing political upheaval in the Europe and the US. None of us were prepared for a global pandemic.
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White papers
2021 Global Market Outlook: Managing to the Other Side
New coronavirus vaccines offer a potential lift for economies in 2021 and could shift spending from firms that gained during the pandemic to cyclical names damaged by it.
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White papers
European Equities: The Peak Of Pessimism Is Behind Us
There are reasons for optimism in 2021. Forget a U-shaped recovery; the letter we look for in 2021 is V, which stands for vaccine. Our baseline scenario is that vaccines roll out across Europe in early 2021, allowing business and consumer activity to start to return to normal. But even if there are delays and further lockdowns, the economic impact of Covid-19 should ease markedly in 2021.
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White papers
Vaccine News Gives Markets Another Shot
Central banks continue to err on the side of caution to support the economy, financial markets are rotating back into risk amid vaccine progress, negotiations for Brexit are rapidly approaching year-end deadlines, while U.S. fiscal talks become more optimistic.
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White papers
Can coronavirus vaccines be distributed equitably?
As effective Covid-19 vaccines are rolled out, equitable global access is emerging as a concern. In the seventh article in our pandemic series, Sarah Swartz looks at Covid-19 vaccine distribution and how we engage with companies on this issue.
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White papers
Outlook 2021: Private assets
Private assets continue to attract capital as investors seek better returns. We think private markets can continue to deliver, but will increasingly rely on hard-to-access areas and specialist skills.
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White papers
US healthcare in a post-pandemic world
The COVID-19 pandemic has revealed systemic weaknesses and technological strengths and could speed the kind of progress and change needed for better quality, more accessible and more affordable care. Already, in both the healthcare and IT sectors, leaders and first movers have emerged providing solutions for the medical and social issues the crisis has brought to the fore.
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White papers
The US election and Covid-19 vaccines: implications for the economy and markets
Joe Biden has been elected 46th president of the United States, and it is likely that he will preside over a divided Congress, with the Republicans maintaining their Senate majority. US voters, like the markets, appear to prefer a balance of power. While President Trump has contested the election results in numerous states, President-elect Biden is likely to be confirmed.
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White papers
Blog | Will a vaccine be a cure for global markets and economies?
As the world watches progress on the approval and implementation of new coronavirus vaccines around the world, investors are looking closely at what an effective vaccine may mean for the global markets and economy.
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White papers
Vulnerability And Resiliency Through Upheaval
The COVID-19 pandemic instigated extraordinary challenges, uncertainties and upheavals in 2020. Businesses and individuals learned how to cope, while financial markets generally remained resilient.
