ASX:LIC

Full steam ahead for healthcare sector

Peter Wilmshurst
Peter Wilmshurst Templeton Global Growth Fund Ltd (ASX code:TGG)

What are the long-term secular drivers for the Healthcare sector? Ageing populations across developed markets, rising middle class demanding better healthcare facilities in the emerging markets, and key reforms in the US all imply healthcare is a positive investment area for almost every global economy we look at. The right... Show More

Gateway Lifestyle: Has the horse bolted?

UBS Asset Management
UBS Asset Management Fund Manager

The FY16 reporting season has passed. Most results passed without fanfare. We did, however, receive a few positive surprises and a few negative ones. Positive surprises included Motorcycle Holdings, Baby Bunting, iSentia and Sirtex Medical. We received a negative surprise from Gateway Lifestyle (GTY-AU). In particular, the company guided to... Show More