U.S. Equity Strategy: Upgrading Health Care to Overweight
Ongoing bullish developments continue to support our belief that we are in the early stages of a broad-based advance following a nearly 2-year...
375 Views
Trade Risks Start to Impact, as China Biotech Ambitions Grow…
Cyclical indicators are softening this month - new orders index for the Philly Fed fell nearly 23 points while Japan’s PMI new export orders...
126 Views
Human Longevity
At KIS capital we try to keep ourselves at the forefront of technology and innovation, attempting to identify which industries may blossom, and...
515 Views
Drugs Evolving Into 'Biological Software' to Boost Moribund Pharma Sector?
The global pharma and biotech sector has underperformed by about four points this year, and five over three years – the divergence with other...
219 Views
U.S. Equity Strategy: Reiterating Biotechs, Gold Miners; Downgrading Financials to Market Weight
Key themes: Downgrading Financials. Given the Sector’s relative deterioration, we are downgrading Financials to market weight. Pockets of strength...
483 Views