Andy Acker and Dan Lyons say healthcare investors should expect volatility in 2025 – but also plenty of opportunities for long-term growth.
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Why we believe the recent slide in healthcare stocks presents a potential buying opportunity.
Sales of GLP-1 weight loss drugs are growing 50% annually, with more research and development underway that could extend growth.
The sector’s traditionally defensive qualities and accelerating innovation could stand out amid a potentially slowing economy.
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.