All Healthcare articles
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White papers
The Generational Divide
Leveraging data from the Retirement Survey & Insights Report 2023, this supplemental report examines the challenges faced by each working generation (working Baby Boomers, Generation X, Millennials, and Generation Z) in an effort to better understand their retirement journey.
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White papers
Today’s healthcare treatment, tomorrow’s healthcare innovation
While treatments for obesity have dominated the healthcare investment narrative over the past 18 months, they are by no means the only secular growth story. We see the life sciences industry as well positioned to benefit from structural trends.
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White papers
The Healthcare Revolution: A Prescription for Growth
It’s a defining moment for healthcare. From drug discovery to digital delivery, a once-in-a-generation revolution is promising to introduce new cures for some of the most intractable illnesses, as well as personalized treatment at a lower cost.
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White papers
The Equity Breakdown: Parsing the Key Debate in Five Sectors
Five of our senior equity analysts weigh in on the crucial conversation in each of their sectors.
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White papers
Healthcare Stocks: Testing the Vital Signs of Managed Care Providers
Questions are being asked about the US managed care industry, but some businesses are equipped to rise to the challenge.
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White papers
The health care breakthrough that’s not an obesity drug
You’ve heard of computer hacking, now meet gene hacking. In an age of remarkable health care innovation, scientists are manipulating human DNA to find new ways to treat diseases.
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White papers
Are Healthcare Stocks a Risky Prescription in a US Election Year?
Despite conventional wisdom, political uncertainty doesn’t necessarily pose acute risks to the healthcare sector.
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White papers
ETF investing – How AI and 3D printing are shaping the future of healthcare
Genomic engineering is the manipulation of an organism’s genes by introducing, eliminating or rearranging specific genes using the methods of modern molecular biology. The technology will enable the analysis of patients’ DNA, and the diagnosis and treatment of diseases. And what’s good for patients can also be interesting for investors.
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White papers
Healthcare investing - 2024 outlook brighter on compelling valuations and easing headwinds
2023 was a tough year for healthcare investing, resulting in the sector lagging the broader indices by the widest margin since 1999. We believe the outlook for 2024 is much more favourable as the sector’s valuation is highly compelling, while many of the headwinds are abating.
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White papers
Listening for the Quiet: Discovering the Real Data Advantage
Taking time to sort through all the noise around artificial intelligence (AI) can uncover the quiet: promising companies with strong potential to benefit from their access to quality data.
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Video
Healthcare 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 papers
Healthcare 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 papers
China: 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 papers
China 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 papers
Age-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 papers
The 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 papers
Investing 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 papers
Where 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 papers
An 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 papers
COVID 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.