HTEC News and Press, Robo Global Healthcare Technology and Innovation From 09/08/22

Summary We believe that cash flow and debt sustainability are likely to become increasingly important as real economic growth slows and credit access tightens. Cash flow provides a link between a company’s income statement and their balance sheet. Focusing on the Russel...

Summary Today's market X-ray shows the returns for each index, asset class, sector, and so on, since the recent low point on June 16th. Of the global indices, US small caps are in the lead, followed by the NASDAQ. High beta stocks are the most preferred factors since June 16. ...

Summary The recently enacted Inflation Reduction Act looks to rein in prescription drug prices and could impact the pharma industry’s long-term financial performance. The legislation caps out-of-pocket costs for Medicare prescriptions at $2,000 per year, starting in 2025. ...

Why health care stocks may outperform the broader market in the long run. Is now the time to consider health care stocks? Why health care is still a good way for investors to play defense. Greg Bonnell: Many health care stocks are down from the highs put in e...

Elevated inflation, slowing global economic growth expectations, and reduced central bank liquidity remain the key economic considerations. The policy interest rate divergence between the U.S. and Europe is likely to increase amid heightened recession risk in Europe. We expect mar...

The investment landscape has been much more difficult for most sustainable portfolios since the fourth quarter of last year. One thing that we know is that the sustainability challenges that these stocks are connected to haven’t gone away. If anything, the economic challeng...

A convergence of technologies is set to revolutionize how physicians examine the body for signs of cancer. there is every reason to expect that future evolution of robotic endoluminal procedures could include the ability during the procedure to treat the cancer, either via ablation or...

Per capita U.S. healthcare spending went from $2,968 in 1980 to $12,531 in 2020 (both in 2020 dollars), more than a threefold increase. Amazon announced its plans to acquire primary healthcare company One Medical for $3.9 billion. I believe this deal represents the catalyst for a sign...

After a difficult first half, healthcare’s defensive capabilities are coming into question, but it outperformed the broader markets on a relative basis. The MSCI World Healthcare Index fell by 10.3% through June 30, 2022, in US dollar terms, compared to a 20.5% decline for the ...

Massive short interest buildup is like tinder for a bullish fire. Good economic news is the match for the short-covering rally. Healthcare stocks look especially good and should outperform. After several tortuous weeks of abnormal volatility and a directionless trading e...