Vital signs: Long/short opportunities in the health care sector
Structural changes in health care are creating myriad opportunities for long/short investors. Powerful demographic trends are boosting demand and driving volume growth; an impressive pace of innovation is... Read More
China looms large over the future of Asian health care
When we talk about investing in the Asian health care market, China is central to that conversation. The pace of growth and scientific advancement in China’s biotechnology, pharmaceutical, medical device... Read More
Investable innovation: Tracking remarkable biopharmaceutical advances
Despite recent volatility, opportunities in health care remain abundant, and we believe the long-term outlook for the sector is positive. Powerful demographic trends, a record-setting pace of innovation, and... Read More
Growing pains: Why the recent volatility in health care shouldn’t last
Health care stocks broadly have been under increased selling pressure since the third quarter of 2015, despite solid fundamentals and sensible valuations. There are several reasons for the drawdown; most are... Read More
The future of global health care
Important scientific and technological advancements, along with changes in health care delivery models, promise to impact people’s lives around the world. Jean Hynes, one of our most experienced health... Read More
