health care

Jonas Palmqvist

I recently travelled to the US for a closer look at global health care companies. The trip was timely - the investment decision in the sector became increasingly contentious during 2016, driven by the US political debate as well as some weakening fundamental trends in the stocks. I came away... Show More

Fidelity International

A re-evaluation of investment theses is underway across all asset classes, industry sectors and geographies. Investors must quickly adjust to rapid shifts in the investment landscape’s tectonic plates or risk losing ground. We remain structurally positive on technology stocks thanks to strong levels of innovation. While smartphone growth is fading... Show More

Nikko Asset Management Australia

The healthcare industry is always evolving, and new therapies drive ongoing growth over and above the growth from the ageing demographic. However, it’s important that investors recognise that the sector’s growth doesn’t necessarily translate equally to each participant, for example, when new therapies displace incumbents. Three particular drivers of change... Show More

Mathan Somasundaram

Aussie market opened positively on global sentiment and then withered away after making two attempts at staying above 5530. Aussie market today was mainly driven by the rate cut expectations. Regulatory approvals helped push AIO/QUB and MTS. SIV follows CIM in getting hammered for negative market update. The market is... Show More