Genomics as an Investment Theme
Genomics as an investment theme Costs of sequencing a human genome have fallen to less than $1,000 China leads the world in gene sequencing The...
430 Views
Vermilion Macro Vision - U.S. Equity Strategy: Sector Commentaries with Recommendations
Our last strategy āFake Movesā highlighted our view that the markets were showing no parallel to the āfake newsā narrative and indeed provided a...
555 Views
U.S. Equity Strategy: Reiterating Biotechs, Gold Miners; Downgrading Financials to Market Weight
Key themes: Downgrading Financials. Given the Sectorās relative deterioration, we are downgrading Financials to market weight. Pockets of strength...
636 Views
US Healthcare Overhaul Stumbling, Singapore Cyclical Rally Looking Premature
The Republican replacement for āObamacareā has been announced and looks an incoherent mess ā resurgent healthcare inflation will be a drag on...
1.8k Views
AI & Machine Learning Disrupting The Healthcare Industry
In the omnipresenceĀ of machine learning, one of the most impacted segments is healthcare. Not only is AI in healthcareĀ at the forefront of a...
786 Views