All Healthcare articles
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White papersA Positive Prognosis for the Healthcare Property Sector
A segment within the Alternative properties sector, healthcare real estate (life sciences, medical facilities, and seniors housing real estate) is benefitting greatly from the growing demand for healthcare research and services fueled by the aging of the massive Baby Boomer age cohort.
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White papersThe power of additionality: Why impact investing should focus on building companies that otherwise wouldn’t exist
As impact investing continues to grow, one of its most essential principles—additionality—is becoming a central topic of conversation. In simple terms, additionality refers to the idea that an investment has a positive societal impact that would not have occurred without the intervention of that capital. While it’s easy to focus on financial returns and measurable impact metrics like carbon reduction or jobs created, additionality raises a more profound question: Are these companies addressing problems that would remain unsolved without their innovation?
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White papersFive growth themes for the next five years
Recent months have seen early signs of a market rotation, from a narrow set of growth leaders to a broader array of companies. While investors are not bailing on Big Tech, many are concerned about concentration risk and excessive exposure to these companies in market-cap-weighted indices.
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White papersObesity drugs: a lifeline for global healthcare systems
The global population is expanding and at the same time, life expectancy is increasing. Chronic diseases are on the rise and the threat of infectious diseases is constantly evolving. All of this is set to place a massive strain on already-stretched healthcare systems.
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White papersThe 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 papersToday’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 papersThe 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 papersThe 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 papersHealthcare 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 papersThe 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 papersAre 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 papersETF 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 papersHealthcare 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 papersListening 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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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.
