Biotechnology

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.

Neptune's Felix Wintle has described 2014 as a "frustrating" year for performance but has prospered again this year in part due to a zero weighting in "bond proxy" utilities.

Sam Isaly, managing partner of OrbiMed Investors and portfolio manager of the Worldwide Healthcare trust, says strategically-driven M&A activity and leaps in scientific research are continuing to drive growth for the sector

Bubble spotting