New GLP-1 weight-loss drugs have already hit $50 billion in annual sales – and look to have plenty of room to grow.
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.
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The sector offers both traditionally defensive holdings and long-term growth potential that now looks attractively valued.
Five transformational themes we believe are shaping the investment landscape and creating accelerated growth investment opportunities.
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.
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.
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.
Artificial intelligence is only beginning to make inroads into the healthcare sector. Here’s how investors might benefit today.