healthcare

Backs China vs US post-recovery

After a torrid three weeks, financial markets stabilised in recent days in response to the stimulus packages announced both by central banks and governments.

Up to 51% of dividends could be cut

AI, telemedicine and medical devices

Outlooks for the biotech sector

Three key drivers of change

Last year's contraction of manufacturing and industrial output was the third of the current economic cycle, influenced by dollar strength, the trade war, and the impact of strikes at General Motors and the grounding of the Boeing 737 Max.

Identifying resilient themes

Tenpin, emerging markets and Alphabet

In the US, one exciting opportunity is in sustainable packaging, where volumes are moving meaningfully toward aluminium, which is infinitely recyclable and should have a lower overall life cycle impact compared to plastic.