All Healthcare articles – Page 6
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Trends Reinforced: Investor Migration Fuels Brazil’s Momentum
This issue of Trends Reinforced explores how Brazil could be gearing up for a year of recovery, with the help of domestic drivers.
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How 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.
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Coming Out Of Covid-19: A Look At Interest Rates And Inflation In Europe
There is hope European economies will see a more robust recovery this year, but will inflation will pick up as a result?
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Raising Equity Defenses for the COVID-19 Recovery
After last year’s sharp equity market rally, the recent selloff serves as a reminder that the exit from the pandemic will be bumpy—and some markets still look pricey. Defensive stocks with attractive valuations can help provide balance through an uncertain recovery.
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The Newest “New Normal”: The World In The Wake Of Covid-19
“Academic partnership takeaways from lecture series with Green Templeton College at University of Oxford”.
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Equity risk overlays: Departing from tradition, embracing innovation
The three major market shocks of the last 20 years – the late nineties’ tech bubble, the Global Financial Crisis (GFC) and the coronavirus pandemic – have each influenced equity markets differently and required different risk management approaches.
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Pfizer case study
Pfizer has published its first climate report in line with the recommendations of the TCFD, as well as making improvements to its board gender diversity and setting new diversity and inclusion goals for the organisation.
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How Will Europe Tackle the Biggest Question of the Year?
Besides the rollout of vaccines that will save us from life inside four walls, we will know how governments want to handle the bill of the pandemic.
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The COVID Nudge
In these data visualisations, we look at whether COVID-19 will achieve something that millions spent on public health campaigning has failed to do.
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On My Mind: Investment Strategies For A Booster-Shot Recovery
Dr. Sonal Desai shares her investment views and strategies for the post-pandemic recovery.
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Franklin Templeton Investment Solutions: Allocation Views
It seems like global financial markets and economies are experiencing a never-ending fluctuation between increased clarity, as we described in last months’ Allocation Views, and continued uncertainty.
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COVID-19 Update: Good News, Bad News
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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Is the Tunnel Getting Longer?
In a race between vaccine research and virus mutations, logistical challenges are setting up hurdles that are lengthening the distance to the end of the tunnel. Markets have priced in a strong recovery though there are near-term concerns in the real economy.
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2021 EMD outlook: In the wake of the storm
The COVID-19 market crisis was a cognitive shock, similar in magnitude to the Great Financial Crisis of 2008. Global investors found themselves surprised and wrong-footed in terms of risk positioning. After all, a pandemic isn’t usually part of the risk management textbook.
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Cutting Loose: COVID-19 deals globalisation a further blow
Globalisation’s image problem may have been further tarnished by the pandemic, but can political leaders use the crisis to reform it for the better and resist the urge to abandon it altogether?
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Shaping the Future of Healthcare
As the world saw the coronavirus vaccines get developed and administered within a year of the first confirmed case, many may be wondering how the healthcare sector at large was able to achieve such an incredible feat. Are we seeing this level of innovation in other areas of healthcare today? And will it be sustainable going forward?
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United Europe: From discord to harmony?
Global politics are in flux as policymakers scramble to manage the pandemic and revive economies. Can Europe come together and carve a place for itself on the international stage, or will it end up a passive player buffeted by greater forces?
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An Investment Scorecard for the Biden Administration
History will judge him on many dimensions, but what can investors reasonably expect that will improve the value of USA Inc.?
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High Yield: Strong Tailwinds, But It May be a Bumpy Ride
High yield has a number of supportive tailwinds at its back—from a more manageable default picture and less exposure to potentially rising rates to investors’ continued demand for yield. But uncertainties remain, suggesting a potentially bumpy path to recovery.
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Chart of the week – 2020 market wrap
The extraordinary sequence of events that unfolded in 2020 from virus outbreak to lockdowns, then from large-scale stimulus to vaccines, produced unusually broad market gains for most asset classes in absolute terms.