All Healthcare articles – Page 5
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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 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 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 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.
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White papersThe big bounce back
A high-velocity vaccine rollout, $1.9 trillion stimulus package and a year of pent-up consumerism mean the future is bright for U.S. mid-market direct lending, says Churchill Asset Management’s Randy Schwimmer.
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White papersAsian equities inspire confidence, even after volatile quarter
Asian equities peaked twice in the first quarter amid optimism over the recovery in China, the prospect of improved relations between the new US administration and China, and the arrival of COVID-19 vaccines.
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White papersHow to Invest in the “Best of All Possible Worlds”
Markets should worry less about inflation and more about government investment that produces higher rates of sustainable growth.
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White papers2Q 2021 outlook: Welcome to the upside scenario
Our initial 2021 outlook featured the theme “Dark tunnel. Bright light,” as a way to indicate that while we saw a strong possibility for economic and market upside, we also thought the path to get there would be difficult. And while the global pandemic remains a humanitarian crisis, that upside scenario is happening more quickly than we expected.
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White papersWatch For More Inflation Jitters
Markit flash PMIs show that, in the U.S., easing of restrictions, vaccine rollout, and fiscal stimulus are aiding the rebound in manufacturing and services sectors.
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White papersStewardship during a crisis: Lessons from the pandemic
With the publication of the 2020 Annual Review of engagement and voting highlights by EOS at Federated Hermes, Dr Hans-Christoph Hirt, Head of EOS, reflects on the pandemic and the stewardship lessons for companies and investors.
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White papersHow Deep Are The Scars?
What helps reconcile market euphoria with the very mixed global data is that central bankers remain concerned about the pandemic scars and have reiterated their accommodative stance.
