All Healthcare articles – Page 4
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White papers
Personal Perspective On The Implications Of India’s Outbreak
India’s early experience with COVID-19 was relatively mild. Based on the information available, the country’s virus-related deaths in early to mid-2020 were low on a per capita basis compared to those in the U.S.
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Podcast
The mindful investor
Can investment professionals benefit from approaching their working day more mindfully? Could mindfulness hold the key to reducing work-related stress while boosting productivity and making us better colleagues? To find out more, tune in to the latest episode of Fundamentals.
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Blockchain Innovates and Disrupts
Our Chief Market Strategist Stephen Dover believes blockchain has the potential to launch a new global digital Renaissance, transforming financial services, supply chains, healthcare, backend offices, and more.
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Macro Perspectives: Growth, Rates and Inflation
In this Macro Perspectives, we explore macroeconomic views across our specialist investment teams. It turns out, not everybody agrees on the path forward.
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Franklin Templeton Investment Solutions: Allocation Views
With a continued theme of ‘Strong Cyclical Rebound in Global Growth’, our Franklin Templeton Investment Solutions team retain a long-term optimistic perspective, including the view that inflation is unlikely to be problematic; and swift policy changes held off.
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White papers
Asset Class Return Forecasts - Q2 - 2021
With vaccination programs worldwide well underway, the spotlight has shifted now to the nature of the economic recovery.
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White papers
Global Asset Allocation Viewpoints 2Q 2021: Investing through the pandemic
The first quarter launched 2021 on a positive note. Risk markets ignored short-term economic setbacks and outperformed in anticipation of additional fiscal stimulus and widespread vaccine distribution.
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White papers
Market Scenarios and Risks - May 2021
We note progress on the vaccine front despite logistics and side effects issues. In our central scenario, equities outperform on the back of abundant liquidity, improving fundamentals and accommodative monetary policy.
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White papers
Geopolitics of the vaccine
Eighteen months after the first Covid-19 cases hit China, the outbreak is still uncontrolled globally and remains the main source of economic uncertainty outside Northern Asia. As long as there is no treatment, access to effective vaccines is the main factor in returning to a ‘normal’ life.
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White papers
Coiled Spring
Exceptional garden pinks and yellows mark the arrival of seasonal spring, but the world’s economic data outline a “coiled spring”.
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White papers
NIM Solutions Insight - 100 Days of Biden
Natixis Affiliate Publication: President Biden has reached his first milestone, 100 days in office. What has this time told us about who he will be as president and how his policies might impact markets?
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Hedge Fund Perspectives
We explore hedge fund strategies with structural appeal in a complex market environment.
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White papers
Fed to keep policy easy despite arrival of economic boom
Evidence continues to mount that a combination of vaccinations and stimulus are creating some of the strongest economic growth data in decades. Even so, the Fed remains committed to easy monetary policy until unemployment falls further and inflation materializes.
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White papers
Healthcare – Rocked by the pandemic, the prospects are intact
Jon Stephenson, senior portfolio manager for US equities and specialist for healthcare innovators in our Boston office, discusses the outlook for healthcare stocks after a hectic year.
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These Emerging Markets May Benefit Most From The Rebound In China And The Dm
We’ve previously examined how various emerging market economies might weather the pandemic through four lenses: virus exposure, pre-existing macro vulnerabilities, exposure to global economic deterioration, and respective policy responses.
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AB 2020 Global Stewardship Report
We’re committed to responsibility and stewardship, both as a firm and as investors. 2020 was a very challenging year: COVID-19 caused vast suffering, disrupted the global economy and financial markets, and was particularly devastating for people from underserved or marginalized communities.
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White papers
Europe Rolls Up Its Sleeve
The situation in Europe is looking brighter following a pick up in vaccinations and the European Recovery Fund receiving the “all clear.” Elsewhere, a recovery in domestic demand is taking shape in China and in the U.S. the housing market is back on track.
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White papers
“Hidden Quality” in International Equity Markets
Traditional “quality” companies are bunched in a few sectors and appear expensive—is there a more subtle definition that can uncover “hidden” quality?
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White papers
Emerging Market Green Bonds - Report 2020
The pandemic and its multiple effects hit the global economy hard in 2020. Consecutive waves of infections and extended or renewed lockdowns and other social distancing measures not only depressed economic activity but also had profound social effects.
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White papers
More FAQs on the Pandemic—Vaccine Safety Concerns, Variants and Reinfection Risk
In an effort to bring timely insights during these uncertain times, we are pleased to share an update from Terri Towers, PhD, Senior Healthcare Analyst, who shares her views on the COVID-19 (“Coronavirus”) pandemic.