healthcare

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

Can robotics and retailers rejuvenate Japan?

AXA IM has hired a sell-side healthcare specialist as the permanent replacement for former Health fund manager Gemma Game, who left the group last year.

Neptune Investment Management's Mark Martin has overhauled the £66m UK Opportunities fund since taking over as lead manager, turning it into a higher conviction portfolio with fewer positions.

Demographics continue to drive care home fund inflows

Depending on how you look at the US, stockpickers are either spoilt for choice or dealing with overly expensive companies. Cormac Weldon, manager of the Artemis US Equity and US Select funds, looks at the outlook for American markets next year and beyond....

Andy Ng, manager of the Tokio Marine Asian Equity fund, explains the sectors and themes best placed for growth in a rapidly evolving continent.

The managers of the Threadneedle American fund are positioning for coming volatility through selective positioning in financials.

Healthcare will see ‘once-in-a-lifetime’ structural shift

'The biggest issue facing markets is Ukraine'