Viewpoints about Healthcare Sector
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Thematic investing acceleration in 2021
As 2021 gets under way, U.S. policy proposals may gradually reshape the investment landscape. We explore potential scenarios for transformational change, as well as some enduring trends that may accelerate in the year ahead.
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Sector dispersion creates opportunities for long/short equity funds
Long/short equity funds may be able to take advantage of coronavirus-driven sector dispersion and related market trends.
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Will the uptick in global economic growth be sustained?
Global economic growth has accelerated for the first time in 24 months. What are the implications for equity investors? Gain insight from Wellington Management's John A. Boselli, CFA.
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SmartCity: investing in our urban future
Smart cities are adapting to growing populations and the expanding need for sustainability. Learn about Pictet Asset Management’s smart city thematic equity investing strategy.
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Healthcare investing: economic implications of scientific advancement
What does greater longevity mean for healthcare investing and quality of life? Explore answers to these and other questions about the real meaning of prosperity.
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Sector investing with ETFs
You can use sector ETFs to pursue a variety of objectives. We outline three common goals for investors to consider.
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Balance 2019 risks with a barbell approach to equity sectors
Three metrics may merit close attention when positioning portfolios for this phase of the market cycle. See which sectors we favor for offense and defense.
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Markets are searching for the next U.S. recession—the economy says not yet
U.S. equities have taken another turn lower, and investors are wondering whether the economic expansion is coming to a close. We look at why, so far, the economy says otherwise.
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Consider long/short equity as the business cycle matures
Long/short equity approaches have historically outperformed during later periods of the business cycle—learn which late-cycle indicators are mounting right now.
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Vital signs: long/short opportunities in healthcare stocks
Changes in healthcare favor long/short sector specialists, as some companies thrive and others fail to adapt. See why investors in healthcare stocks can’t expect a rising tide to lift all boats.
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