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...
293 Views
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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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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Healthcare Observer: As Long-Term Patent Exposure Ebbs, Innovation in Big Pharma Pipelines Support
Pipeline innovation outpacing patent losses represents a core element of the wide moat ratings for most of the Big Pharma firms. Slowing patent...
328 Views