PJP News and Press, Invesco Dynamic Pharmaceuticals From 09/08/22

Summary Jackson Hole reset expectations to focus more on inflation. The U.S. dollar should stabilize over the medium-term amid hawkishness from other central banks and slowing economic data. At stake is Europe’s ability to refill their storage tanks ahead of winter. ...

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. ...

Today, we circle back on Precigen, a biotech firm that was once part of Intrexon. Precigen is advancing several drug candidates in its pipeline and recently agreed to a divesture than significantly bolstered its financial situation. An investment analysis of Precigen follows in th...

Both the FY 2022 top line and bottom line for CSL didn't meet the market's expectations, with the weakness associated with the core Behring business segment being a key factor. The FY 2023 outlook for CSL is better than management guidance suggested, taking into account one-off items....

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...