All Healthcare articles – Page 7
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EMD: Light at the End of the Tunnel
The rollout of the COVID vaccine may be slower across emerging markets, meaning restrictions will likely remain in place for the foreseeable future. But there are bright spots—including in local currencies and companies that have adapted to this ‘new normal’.
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Vaccine Distribution, Administration, Logistics & Mutant SARS-CoV2 Strains
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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How can social bonds support a sustainable recovery?
Social bonds could help mitigate the economic damage caused by the COVID-19 pandemic, at least in the short term. While on the surface, most bond issuances appear well-intentioned, all market participants need do their homework to ensure they are directing capital to the right social causes.
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Europe’s “Man On The Moon” Moments
While 2020 brought many challenges and uncertainties for investors in Europe, there are reasons to be optimistic about the future.
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Imagine – Super-forecasting for those who don’t know
There is always a lot of interest in predicting the future, especially at this time of year when experts telling us what to expect over the next 12 months inundate us. In general, the quality and results of predictions are unimpressive. 2020 has been a case in point.
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Macro Outlook Webcast: Looking to 2021 and Beyond, December 2020
Join Eoin Murray, Head of Investment, and Neil Williams, Senior Economic Adviser, for a lively discussion as they look to 2021 and beyond.
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CIO EMEA Outlook 2021: Knowns And Unknowns After A Tumultuous Year
At the beginning of the year we were threatened with excitement, be that trade wars or ongoing political upheaval in the Europe and the US. None of us were prepared for a global pandemic.
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European Equities: The Peak Of Pessimism Is Behind Us
There are reasons for optimism in 2021. Forget a U-shaped recovery; the letter we look for in 2021 is V, which stands for vaccine. Our baseline scenario is that vaccines roll out across Europe in early 2021, allowing business and consumer activity to start to return to normal. But even if there are delays and further lockdowns, the economic impact of Covid-19 should ease markedly in 2021.
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Vaccine News Gives Markets Another Shot
Central banks continue to err on the side of caution to support the economy, financial markets are rotating back into risk amid vaccine progress, negotiations for Brexit are rapidly approaching year-end deadlines, while U.S. fiscal talks become more optimistic.
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Can coronavirus vaccines be distributed equitably?
As effective Covid-19 vaccines are rolled out, equitable global access is emerging as a concern. In the seventh article in our pandemic series, Sarah Swartz looks at Covid-19 vaccine distribution and how we engage with companies on this issue.
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Outlook 2021: Private assets
Private assets continue to attract capital as investors seek better returns. We think private markets can continue to deliver, but will increasingly rely on hard-to-access areas and specialist skills.
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US healthcare in a post-pandemic world
The COVID-19 pandemic has revealed systemic weaknesses and technological strengths and could speed the kind of progress and change needed for better quality, more accessible and more affordable care. Already, in both the healthcare and IT sectors, leaders and first movers have emerged providing solutions for the medical and social issues the crisis has brought to the fore.
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The US election and Covid-19 vaccines: implications for the economy and markets
Joe Biden has been elected 46th president of the United States, and it is likely that he will preside over a divided Congress, with the Republicans maintaining their Senate majority. US voters, like the markets, appear to prefer a balance of power. While President Trump has contested the election results in numerous states, President-elect Biden is likely to be confirmed.
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Vulnerability And Resiliency Through Upheaval
The COVID-19 pandemic instigated extraordinary challenges, uncertainties and upheavals in 2020. Businesses and individuals learned how to cope, while financial markets generally remained resilient.
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Asset Allocation Views: A Brighter Year Ahead
In our Allocation Views, we retain a relatively cautious view despite positive headlines on vaccines as the risks to recovery remain tilted to the downside.
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Impact investing: a key role to play in reshaping the future
Today, the world is confronting the global coronavirus pandemic, which has put a severe strain on health systems and economies worldwide.
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The Golden Age of Health Care Innovation Meets Rising Global Need
Innovative new treatments are revolutionizing medical care to meet the growing needs of an aging global population.
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Need And Opportunity: What Covid-19 Revealed About Social Infrastructure
The pandemic has highlighted a lack of vital facilities in many communities across the globe, including health care and affordable housing. Read more from Franklin Real Asset Advisors.
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The vaccine is a binary event for the markets, not for the economy
Since the announcements of the discovery of a very effective vaccine, first by Pfizer-BioNTech and then by Moderna and AstraZeneca, the horizon has opened up. Investors are beginning to dream of a world immune to Covid-19. But one swallow doesn’t make a spring. Many unknowns remain (see p.4) and the Covid-19 crisis will leave lasting traces in the economy going forward.
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Extreme makeover – Changing the face of REITs
At the height of the first wave of the COVID-19 pandemic, the listed real estate sector looked in need of an extreme makeover. Prices of real estate investment trusts (REITs) tumbled more precipitously than those of other asset classes as markets assumed the most pessimistic outcomes of restrictions on movement and lockdowns.