The Westin St Francis hotel on Union Square in downtown San Francisco is normally where the great and good of the healthcare world descend during the second week of January. This year, of course, is far from normal and one of the industry’s largest conferences (organised by JP Morgan and now in its 39th year) […]
Welcome to 2021. Sign of the times perhaps, but the title for our opening Blog post of the year perhaps captures both our current and future assessment of the world. Uncertainty reigns as the pandemic rages, but this won’t stop dynamic innovation occurring across all industries. With the present so murky, what could be more […]
Swans, cake and elephants Opinions expressed whether in general or in both on the performance of individual investments and in a wider economic context represent the views of the contributor at the time of preparation. View from the very top: The polarisation towards an almost unqualified bullish consensus has been rapid. We sit in the […]
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