Health care

Showing of 6 Insights Posts
Why I’m getting more bullish on biotech
The biotechnology sector, especially SMID-cap biotech equities, suffered a dramatic drawdown in 2021. Investor sentiment toward the sector remains poor, but my outlook has become increasingly bullish as multiple headwinds facing biotech over the past year or so begin to abate and turn into potential tailwinds for 2022 and beyond. Encouragingly, the level of innovation across the industry has never been higher, in my view. I believe many biotech stocks may be nearing a bottom, even though the exact timing of (and catalyst for) a rebound remains unclear as of this writing.
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Quick Take
2022-06-30
The critically important national security implications of biotech
Deepening US policy risks in the biotechnology sector have garnered some well-deserved attention from many of my colleagues lately. Given biotechnology’s potential future importance to US policymakers in the context of the ongoing US-China “great-power” competition, I’d like to share my own thoughts on what’s driving the rising geopolitical risk and national security concerns.
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Quick Take
2022-04-30
2022 Equity Outlook
Our 2022 Equity Outlook explores opportunities in equity income and emerging markets, along with trends in health care and technology for the coming year
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Article
2023-01-27
Tech WELLcovered: Life stages fulfilled
Innovations like artificial intelligence (AI), machine learning, and genomic sequencing help make big life decisions less daunting by bringing clarity to decision making. Join us on a journey to witness the past, experience the present, and choose a more fulfilling future — all while harnessing the investable opportunities tech creates.
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Article
2022-10-31
The future of retirement: Aging in 2050
We explore the long-term investment trends associated with global aging through the story of Fang, a fictional Chinese retiree living in 2050.
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Article
2022-09-30
ESG research playbook: Health care
Wellington has established frameworks — what we call “research playbooks” — for evaluating companies within each sector based on key ESG criteria. ESG Analyst Lindsay Blitstein looks at the health care sector here.
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