healthcare

Sean, Alan, Dan and the Australian Eagle team, now running The Montgomery Fund, and The Montgomery Fund alongside me as co-PM, have held quality healthcare...

If anyone had a good time during the COVID-19 pandemic, it was the healthcare sector. It was its time to shine. Investors were flocking to the door.  The companies...

The healthcare sector is not homogeneous, its companies and sub-sectors are diverse. In contrast, the business activities and products of most banks look similar and...

While healthcare was clearly the lifeblood of the Aussie market over the last decade, the last two years have seen many of these long-term compounders barely register...

So far in 2022, the defensive nature of health care has been the sector’s dominant story, with the S&P 500® Health Care sector returning -5.7% for the year compared...

Investors are becoming increasingly aware of the major themes – or gigatrends – dominating our times and even private market investors are in. Urs Wietlisbach,...

Guest authored by Helena Miles, Senior Associate, International Equity Team In our view, healthcare is a natural place to look for high quality, defensive companies....

In the final part of this collection, we turn our attention to some of the types of assets our four contributors are using to construct portfolios or to advise their...

The silicon chip revolutionised the computing world, bringing personal computers, the iPhone, and wearable technology. Ryan Hutchinson from Lazard Asset Management...

Rett syndrome is a rare genetic neurological disorder that affects the way the brain develops, causing the progressive loss of motor skills and speech. In March 2020,...

Over the last few years, falling interest rates have driven absolute market valuations to all-time highs – by many metrics. Given these high starting valuations,...

Impressive cash flow underpinned by diversified in-market assets and an underappreciated mid-stage pipeline is just part of the appeal of the global healthcare company...

As a holiday send-off, here is a list of the top six stocks in Wilsons’ healthcare coverage that excite us about coming back from the break. In every case, we see 2022...

Invest in direct real estate assets via the Centuria Healthcare Property Fund in this exciting asset class.Offering monthly income and the potential for long term...

Bianca embarked on a career change and joined Platinum as an investment analyst in 2003. Her rich knowledge base in molecular biology and first-hand insights into the...

COVID-19 has placed the healthcare sector front and centre in all our minds. The development of a vaccine in record time was truly remarkable, showing what can be...

A bullish session for the ASX to kick off the last week of the month and quarter with the market enjoying the more concrete rhetoric around re-opening as laid out by...

The reopening play has recently resurfaced as a popular theme amongst investors, with fund managers and punters alike looking through what we all hope to be the last...

While the COVID-19 vaccines have spurred a wave of market exuberance, pushing up share prices of some healthcare companies that were at the forefront of the vaccine...

In recent weeks, market sentiment has undeniably shifted away from relatively expensive, high-risk, low-quality stocks. To illustrate the magnitude of this aggregate...