The sector’s traditionally defensive qualities and accelerating innovation could stand out amid a potentially slowing economy.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
How this year’s Medicare drug price negotiations could affect the pharmaceutical industry.
Hear how AI and other advances in healthcare are transforming patient outcomes and leading to new investment opportunities.
Why we do not expect the last-minute change in the U.S. presidential election to lead to heightened volatility in healthcare stocks.
Amid interest rate cuts and accelerating innovation, the biotechnology sector could be set up for strong performance.
Our Portfolio Construction & Strategy Team discuss how thematic investing provides access to the forces reshaping the global economy.
Low valuations and accelerating innovation are helping biotech recover from one of its worst drawdowns on record.
These medical advances are revolutionizing patient care and creating new growth opportunities in the sector.
Janus Henderson's recent Global Investment Summit explored growth drivers in equities, noting record levels of innovation in healthcare and technology as well as developments in real estate and sustainability.
Andy Acker and Dan Lyons share their outlook, saying a rapid pace of innovation and attractive valuations could propel the sector higher.