Five transformational themes we believe are shaping the investment landscape and creating accelerated growth investment opportunities.
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.
After attending the sector’s preeminent annual gathering, we are as confident as ever in healthcare’s long-term value.
A resilient U.S. economy has helped push up valuations of certain stocks, making it all the more important to focus on fundamentals.
We think the market has gone too far in discounting near-term headwinds for the sector, creating an opportunity for investors.
Why we believe the recent slide in healthcare stocks presents a potential buying opportunity.
Andy Acker and Dan Lyons say healthcare investors should expect volatility in 2025 – but also plenty of opportunities for long-term growth.
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.