All Healthcare articles – Page 5
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White papersGeopolitics 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 papersCoiled 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 papersHedge Fund Perspectives
We explore hedge fund strategies with structural appeal in a complex market environment.
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White papersFed 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 papersHealthcare – 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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White papersAB 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 papersEurope 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 papersEmerging 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 papersMore 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.
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White papersCovid-19 Update: Is one in a million too high?
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.
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White papersJapan Could Win a Medal in the Recovery Race
A strong manufacturing base and changing attitudes toward shareholder value could mean the world’s capital heads to Japan, even if the world’s sports fans cannot.
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White papersGlobal Macro Outlook - Second Quarter 2021
Vaccination progress and fiscal stimulus have advantaged the US economy, which we expect to grow about 6.5% in 2021. China, too, is rebounding, with output already topping pre-crisis levels. We’re still cautious, however, about Europe, where rising COVID-19 cases may further delay reopenings.
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White papersMarket Scenarios and Risks - April 2021
Significant progress in managing the pandemic, massive fiscal impulse in the US, and boosters in the RoW amidst accommodative monetary policies.
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White papersEconomic Outlook: can things ‘only get better’?
Looking at the rest of 2021 through a macro lens feels a bit like 2009: one would hope that ‘it can only improve on the year before’. Which, surely it must. Stimulus extensions, accelerating vaccine roll-out (notably in the UK), base-effect, and expectations of more are all raising confidence, supporting risk-assets and promising macro improvement.
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White papersSpring has Sprung from Seeds of Spending
In the U.S., fiscal stimulus and vaccine rollout are already leading to improvements in the service sector.
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White papersWhat Markets are Missing Beneath Brazil’s Messy Headlines
While a lot of things have gone wrong for Brazil, it is fair to say that the gap between market prices and economic fundamentals has gone too far.
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White papers“The Best of All Possible Worlds!”
Clearer evidence is emerging that in most major economies the joint monetary, fiscal, and health policy response to the pandemic is proving faster, bigger, and better-targeted than we expected.
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White papersData Science Through the Crisis
Judicious use of data has provided key insights into the pandemic, the economy and businesses.
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White papersCovid-19 Update: Emerging from a Pandemic rarely happens in a Straight Line
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.
