From robots in operating theatres to heart valve replacements, there have been many remarkable innovations in medical technology. However, such success does not come without challenges. Des Armstrong recently travelled to the US to investigate the current industry dynamics and, crucially, the companies that can and will continue to thrive.
Tempests or fair winds? Roy Leckie, Executive Director, looks at some of the trends and developments that might shape the equity environment in the months ahead.
We are becoming accustomed to daily moves in share prices, prompted by short-term news with varying degrees of credibility. Such developments shouldn’t cloud our view on a company’s long-term prospects. Novo Nordisk and Roche have recently been the subject of market concern. We place those worries in the context of our long-term analysis and judgement.
ASML’s most recent results sparked volatility across the tech sector. Were investors right to be worried? Investment manager Tom Miedema visited the “the most important tech company you’ve never heard of” to find out more.
Is the company AGM “a frivolous waste of time” as Jamie Dimon claims? From Brooklyn to Milan, Alan Edington considers the increasingly heated debate around shareholder rights.
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