Innovative and best in class healthcare companies should continue to grow, but the sector is not without risk, writes Berenberg’s Matthias Born
Equity

Healthcare offers shelter from the recessionary storm if investors tread carefully

Investment outlook 2023: things likely to get worse before they get better
Equity markets could be in for a rough ride this year, although there are opportunities in fixed income and alternatives

European equities head towards calmer waters
The macro picture looks a little brighter than it did a few months ago, while European stocks are attractively priced, says Aubrey Capital Management‘s Sharon Bentley-Hamlyn

India shines through emerging market gloom
Emerging market equities saw big losses in 2022, but while many countries face significant headwinds, there are also several bright spots to be found

The rewards and challenges of investing in Japan in the current climate
Many investors are unfamiliar with a country in which a stealth equity rally is taking place

What history tells us about politicians' influence over equity markets
While presidents are always quick to take credit for strong stockmarket performance while being quick to blame their predecessor for poor performance, history indicates they are likely responsible for neither

US stocks battered by gathering storm
Although the US economy seems likely to tip into recession in the not too distant future, there is optimism the country will rebound quicker than others

Which stocks hold up well in a recession? Try ‘Mission Critical’ productivity boosting companies
In these turbulent economic times, the best investments may be in companies that offer products and services which significantly increase the efficiency of others

Private View Blog: Short-term disruptions mask equities' longer-term strengths
Equity markets may be facing several short-term challenges, but the longer term picture is brighter, argues Anik Sen from PineBridge Investments

Wary investors seek private assets as new source of ESG returns
Yuri Bender talks to Markus Pimpl, managing director of private wealth, Europe & Asia, at Partners Group, about the attractions and challenges of this in vogue asset class
FT Wealth Management Summit: Key ideas and speakers
Join PWM and the FT for the highlights of our summit about delivering the three Ds: digitalisation, diversity and democratisation of investments in wealth management
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