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Adds biotech to healthcare
Geopolitics swings in its favour
Healthcare, energy and EM preferred
Unpredictable foreign policy
Pill versions due next year
'Turnaround' for the sector
Following integration of Shoreline Partners
Military, housing and health getting a boost
BNP Paribas AM Thematics Barometer
Companies have missed opportunity to lower expectations bar
04 February 2026
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2 min read
