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Healthcare was one sector that did not fully participate in the recent stockmarket rally and finished the first quarter as the worst performer in the S&P 500 index, writes Legg Mason's Evan Bauman.
Shares dropped 90% since summer
The pharmaceutical and biotechnology sector has performed well in recent years, primarily by virtue of attractive fundamentals.
Gold funds top performance charts
Biotech has fallen
The biotechnology sector has been hit particularly hard by the risk-averse sentiment sweeping through global stock markets and after reaching a high in July 2015, the Nasdaq Biotechnology index shed about one-third of its value.
Considering biotech funds
Shift into US equities
Significant progress has been made in the run up to change negotiations in Paris this month, but where are the investment opportunities that will benefit from reducing carbon emissions? Alliance Trust's Mike Appleby explores the implications for investors...
Impact of digital technology and price pressures
Recognise boutiques and passive investing
Fund outperforms index over month
Why has performance suffered this year?
Geoffrey C. Hsu, partner of OrbiMed and manager of the BiotechGrowth trust, assesses the key drivers for the sector in 2016 and beyond.
Focus on high quality companies
Industry poses inherent risks
Manager increases positions on weakness
Grant Bowers, manager of the Franklin US Opportunities fund, takes a closer look at the drivers for the healthcare and tech sectors.
Index plunged by more than 20% from peak
Firm expands to 35 staff
David Coombs, manager of the Rathbone multi-asset portfolios, argues now is the time to seek out quality stocks that can weather market volatility.
The manager of a table-topping biotechnology trust has said careful use of the closed-ended structure has enabled him to outperform, including holding half of his assets in just five stocks.