2017 Asset Allocation Outlook – Part 2: Trump Reflation Euphoria to Fade?
The overwhelming investor consensus a year ago was for further EM/commodity downside amid deflation fears - this year it is a USD secular bull and...
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American Society of Hematology- (ASH) Annual Conference (2016) Review
We reviewed data presented at the American Society of Hematology (ASH) conference in San Diego last week with a focus on the evolving treatment...
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American Society of Hematology (ASH) -Annual Conference (2016) Preview
With a focus on novel mechanisms of action (MoA), we highlight select non-Hodgkin's lymphoma (NHL) and Multiple Myeloma (MM) related abstracts at...
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MedTech as an Investment Theme
Medicine is changing. For hundreds of years, the key drivers of progress were biology and chemistry. Now they are data science and software.Big...
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Election Winners and Losers
President-elect Donald Trump's impact on most companies' intrinsic value is expected to be immaterial, even with a Republican-controlled Congress....
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