healthcare

Financial markets have been heavily distorted in the last couple of years. Early in 2020, we saw the shortest recession in recorded history, which closely followed...

Historically, healthcare has been an all-weather sector, with stocks that can compound earnings over the cycle. The pandemic reversed this trend for the ASX 200...

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...