All Healthcare articles – Page 9
-
White papers
With a focus on liquidity, US dollar, sterling money markets have potential yet
Central banks provided economies with ample cash as the economic effects of the COVID-19 health crisis bit, driving down interest rates – and absolute returns – in the process, but as Philippe Renaudin, head of global money markets, tells senior investment strategist Daniel Morris in this interview, careful selection and diversification mean potential for competitive returns remains in money markets.
-
White papers
It’s Not the Beginning of the End; It’s the End of the Beginning
As investors look past the pandemic, the weak cycle coming into view means the best returns depend on identifying secular change.
-
White papers
Market Perspectives - Covid paralysis recedes as political risk rises
After a buoyant August for risk assets, the rally is likely to flatten out. Rising new infections into the autumn, a levelling recovery pace and diverse political risks (US politics, Brexit, geopolitics) will keep a lid on risk sentiment.
-
White papers
Pockets of growth in a “silver” economy
For the first time in history, the Earth hosts more people aged over 60 than under five. Today, people in many countries can expect to live into their sixties or longer. Older people can pursue new activities in education, work or their hobbies. Yet having the freedom to do so depends on two things – health and finance.
-
White papers
Life after Covid: the LDI view
The fast spreading of the new Coronavirus disease (Covid- 19) has become the biggest global challenge in decades, with more than 10 million (recorded) infections and a death toll exceeding 500k by mid-2020. Transmission by asymptomatic people is still debated, but may be a factor facilitating unconscious spreading, and making containment difficult.
-
White papers
Antimicrobial resistance and the challenge for pharmaceutical companies
A lack of research and development into new antibiotic classes compounds the serious threat that antimicrobial resistance poses to public health. In the fifth article in our pandemic series, Kimberley Lewis explores the role of pharmaceutical companies and how we engage on this key topic.
-
White papers
Health Care: The Next Wave Of Innovation In China
In this issue of Trends Reinforced, the Emerging Markets Equity team reviews long-term healthcare investment opportunities in China.
-
White papers
The digital divide, fracturing society
Without connectivity and digital skills large sections of society are at risk of being marginalised in the new economy. Senior investment strategist Daniel Morris talks to Anu Rames, technology and healthcare analyst for our Sustainability Centre, about the digital divide and the implications for investors.
-
White papers
A Promising Update On The Vaccine We Are All Waiting For
We believe there is good reason to be optimistic. The global effort to develop a vaccine for COVID-19 has progressed at an incredible speed and is breathtaking when put in the context of vaccine development, which typically takes around a decade.
-
White papers
Shaping a new world
We are in the midst of a health crisis that is causing huge disruption within our society: it is weakening companies, upsetting our daily lives, af- fecting the poorest, deepening inequalities and jeopardising the future of many young people. Today, it is not simply urgent to support the economic recovery, it has also become imperative to speed up the environmental and inclusive transition.
-
White papers
The hottest equity themes in a post-pandemic world
It is already clear that the 2020 pandemic has given rise to a cycle of low growth and high debt. In this setting, value added will likely be generated more effectively by actively picking equity investments and doing so with a high dose of conviction. We believe that to find the incongruities in performance between the top companies and the others, investors need to be highly selective.
-
White papers
Asian Health Care Equities: All Dressed Up, But Nowhere to Go (Yet)
Templeton Global Equity reviews trends and opportunities in this sector.
-
White papers
Market weekly – Healthcare, an investment theme for the coming decade
Both US and global healthcare stocks have outperformed their respective broader markets during the coronavirus pandemic. This is just the start of a long-term trend, says Jon Stephenson, senior portfolio manager for US equities and specialist for healthcare innovators in our Boston office. In this week’s podcast Daniel Morris, senior market strategist, discusses with Jon why healthcare stands out as the sector that may become the investment theme for this decade.
-
White papers
G4S case study
G4S has significantly improved its health and safety standards and performance. It has come a long way to achieve this since EOS began engaging with the company in 2009 on health and safety management.
-
White papers
Megatrends: After the Great Lockdown – new business realities and the implications for investors
New Business Realities and the Implications for Investors
-
Asset Manager News
Workstation Awarded Prestigious Well Core & Shell Certification
Hines, the international real estate firm, announced today that it has been awarded WELL Core & Shell Certification at the Gold level for WorkStation by the International WELL Building Institute™ (IWBI™). The prestigious distinction was awarded through IWBI’s WELL Building Standard™ (WELL), which is the premier building standard to focus on enhancing people’s health and wellness through the buildings where we live, work and play.
-
Asset Manager News
PATRIZIA launches new EUR 700m healthcare fund
PATRIZIA Immobilien AG, the global partner for pan-European real estate investment, has launched its third healthcare fund with a focus on care properties in Germany.
-
White papers
The Medical Real Estate Boom
In 2018, health care became the biggest employer in the U.S., now about 12% of the workforce, largely driven by population demographics. Millennials are the largest generation in history and over one-third of Americans are now over age 50.
-
Asset Manager News
Orchard Street acquires premier London gym
Orchard Street Investment Management (‘Orchard Street’), the specialist commercial property investment manager, today announces the freehold acquisition of a Virgin Active gym, located on Smugglers Way, Wandsworth, London for £12.95 million. The transaction, made on behalf of St James’s Place Property Unit Trust from TH Real Estate, reflects a net initial yield of 5.0%.