Andy Acker

1 month ago | trustnet.com | Andy Acker |Janus Henderson Investors

In the five years since the World Health Organization declared Covid-19 a public health emergency, the biotechnology sector has weathered its fair share of ups and downs. At the height of the pandemic, the sector thrived; biotech companies raced to develop vaccines for the virus in a record 10 months, whilst sales of related diagnostics, treatments and vaccines totalled tens of billions of dollars, stoking investor enthusiasm and an explosion of emerging companies in the sector.

2 months ago | advisorperspectives.com | Andy Acker |Dan Lyons

Key Takeaways:Over the last two years, the healthcare sector has underperformed the S&P 500 Index by its widest margin in decades. We believe the selling is overdone, with the market not fully appreciating the acceleration of innovation in healthcare and overreacting to near-term headwinds. Trading at a deep discount, the sector could be set up for strong future returns, in our view, creating an opportunity for investors.

Dec 11, 2024 | advisorperspectives.com | Andy Acker |Dan Lyons

While we believe investors should brace for continued volatility as we head into 2025, we also think now is an opportune time to focus on companies advancing the standard of care for patients or improving outcomes and efficiencies for the healthcare system. To that end, the sector has been delivering in spades, with more than 110 FDA drug approvals over the past two years1 and no shortage of clinical data readouts expected in the coming year.

Oct 25, 2024 | irei.com | Andy Acker |Dan Lyons

In recent months, as uncertainty about the economy has grown, healthcare has benefited from a rotation into more defensive stocks. In our view, the setup for the sector remains attractive. Still-reasonable valuations, falling interest rates, a quiet U.S. election cycle (at least for healthcare), and rapid innovation all make the case for the sector’s momentum to continue.

Oct 16, 2024 | fundssociety.com | Andy Acker

Si usted forma parte de los lectores preocupados por el cambio climático uno de los últimos informes de Fitch Ratings le resultará poco edificante: «En 2023, se avanzó poco en la aceleración del ritmo de descarbonización del PIB mundial, a pesar de una marcada mejora en las principales economías avanzadas. Los mercados emergentes en conjunto no lograron reducir la intensidad de carbono del PIB, mientras que su participación en el consumo mundial de energía aumentó».