Industry Voice: Biotech companies are increasingly pioneering groundbreaking therapies for diseases with high unmet medical need. Investing in these innovation leaders is a hallmark of BB Biotech'sinvestment philosophy.
INDUSTRY VOICE: The financial crisis hit the Irish property market hard. House prices fell over 50% from peak to trough, housebuilding stalled, as did mortgage lending. In short, it was a disaster.
PARTNER INSIGHT: Fidelity Global Special Situations Fund manager Jeremy Podger looks at the impact of technology stocks on global equities in recent times. He explains why it's not necessarily straightforward to assess if the sector is overvalued and...
What does 2018 hold in store? BMO Global Asset Management's latest Responsible Investment Review takes a look at some of the trends that will shape the responsible investment agenda for the year ahead.
Fidelity's Jeremy Podger reviews the areas that have led global equities in recent times. He assesses whether these trends are showing signs of fading and looks back at past "mega-trends" for an insight into what could happen next.
PARTNER INSIGHT: Could this be the beginning of the end? This is the question we ask in our latest Cyclical Outlook, which summarizes the conclusions from PIMCO's quarterly Cyclical Forum held earlier this month.
The outperformance of emerging markets that began in January 2016 and extended through the rest of that year and 2017 has continued in the first months of 2018. Perhaps the most important driver behind this sustained strength - the first consecutive years...
We're nearly nine years into the current bull market. Alex Wright explains why now might be the time, against mounting pressures of higher inflation and interest rates, for value investors to start to look at which stocks offer absolute value.