Out of over 7,000 firms
Bias towards income payers
Pharma sector and specialist managers among picks
Top nine trends to focus on
Key sectors include clean energy and technology
Investors discounting fears of slowdown
US healthcare system largest in the world
'Style of the fund has changed dramatically'
'Wobbling risk appetite'
Sunil Asnani, portfolio manager at Matthews Asia, gives his views on the most exciting investment opportunities in India and what lies ahead for the country in H2 2018.
Top picks for long-term care
From top holding to 1% in 12 months
2018 should be another intensive year for BB Biotech, with many important clinical trial results and regulatory approvals expected to keep the biotechnology industry and BB Biotech's holdings in focus. The investment team expects new product launches...
Key to maintaining a balanced approach
Big sustainability challenges being tackled
Over the years we have found the vast majority of our investment opportunities by focusing on stocks that have significantly underperformed.
TER of 0.35%
Political and market shocks
'Unjustly punished in sell-off last year'
Growth becoming harder to achieve
At a recent American Society for Clinical Oncology (ASCO) conference investors were able to review progress in immunotherapy clinical trials. The progress is positive. Incyte, for one, presented improved patient response rates in five types of cancer...
Views from WHEB Asset Management
BB Biotech's Head of Investment, Daniel Koller, explains why the sector's fundamentals are all lined up to the upside.