Healthcare Observer: Orthopedic Innovation Beyond Large Joint Market Fuels Long-Term Growth
Over the next decade, we expect orthopedic innovation in extremities, robotics, and 3-D printing to be key drivers of growth as fee-for-value...
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Navigating Risk off Transition
ChartonicsEurope is the underperform short bet but our EM outperform hit a road block as copper turned down hard (sold down long exposure on March...
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Low Odds of U.S. Drug Pricing Reforms Create Favorable Valuations
Democratic presidential candidates' potential drug policy reforms have pressured drug stocks, and ongoing political campaigns are likely to...
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California Complicated for Health Insurance Mergers
Accelerating consolidation among health insurers has complicated the regulatory landscape for the Cigna-Anthem and Humana-Aetna mergers, which must...
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Investing in the Internet of Things (IoT)
In today's digitized world, everything is connected and 'smart' - our phones are packed with ever more functionality, we can surf the net directly...
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