healthcare

(Ed's note: Gilead's stock surged over 5% overnight after further positive developments in trialling its antiviral drug remdesivir as a potential treatment for...

The easy premise is that the scourge of COVID-19 will change societies, economies and company profits forever. The harder forecast is where, and to what extent. Just...

Investing is all about making educated assumptions - below is a couple of important assumptions with regard to our strategy for investing moving forward: 1 – March’s...

The equity sell-off amid the COVID-19 coronavirus outbreak has been remarkable for its speed and severity, with all sectors negatively impacted. But as in previous...

2019 was an eventful and fruitful year for equity investors, with the MSCI World Index delivering a massive 25% return. It was the strongest calendar year for equities...

The Nobel Prize in Medicine 2019 was awarded to three men for “their discoveries of how cells sense and adapt to oxygen availability”. The Nobel Prize in Medicine 2018...

(Ed note: first published Jan 8th 2020). The last quarter of 2018 was a bloodbath for markets, with much of the carnage taking place during 'Red October'. While many...

Our global equity team has an investment philosophy that’s centred on the search for Future Quality in a company. Future Quality companies are those that are able to...

There were some interesting biotech trial results this month. The first is Clinuvel, whose treatment 'Scenesse' was approved last night in the US. Scenesse treats EPP,...

It was a somewhat unique situation to be interviewing a former colleague when I sat down with Marcus Bogdan, CIO at Blackmore Capital recently. So, I have been across...

One way to outperform the market is to reduce exposure to its drawdowns, a strategy Blackmore Capital has played well over time. Key to achieving this is to pick...

In the following video, I sat down with Andrew Grimes to break down the many-facets of the Australian healthcare sector, while also providing a snapshot of where...

A lot of investors like to talk about macroeconomics. They talk about mean reversion, valuation dispersion, etc. I believe that it's a lot easier for investors,...

There are four key phases of the US Presidential election cycle that will play out over the next 18 months. The pre-caucus debate phase starts this week, on 26th June,...

There is a US healthcare stock that has consistently delivered in terms of growth, but has been largely unappreciated by the market. Despite producing large amounts of...

2019 is just a few months away. So when we sat down with Natalie Tam, Investment Director at Aberdeen Standard Investments, we took the opportunity to ask her what...

As the cycle matures, finding opportunities gets harder. So we sat down with Matthew Haupt, Portfolio Manager at Wilson Asset Management to hear his perspective. Here...

We think Ramsay is one of Australia’s great corporate success stories. Since starting with a single hospital in Sydney’s North Shore in 1964, the company now operates...

In this interview, I discuss the best long-term investment opportunities in the sector, which stocks I am cautious on, and what the future holds for the sector as a...