All Healthcare articles
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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.
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Asset Manager News
Primonial 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 papers
How 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 papers
The 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 papers
AMN 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 papers
4 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 papers
Q2 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.