Investing in Healthcare Disruption

Investing in Healthcare Disruption

by Moira McLachlan
Healthcare has traditionally been a defensive sector with spending that is less sensitive to overall growth than other parts of the economy. As a result, healthcare stocks have tended to produce more consistent returns than the broader market. But disruption on multiple fronts is challenging the status quo and undermining the sector’s defensive qualities.

Disruption, Equities


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The Staying Power of Commercial Real Estate

The Staying Power of Commercial Real Estate

by Greg Young
The US is approaching the longest economic recovery in history, and some investors are worried that a slowdown is on the horizon and the commercial real estate cycle is nearing an end. We agree that an economic slowdown will happen at some point, but think that it matters less for long-term investors in private commercial real estate.

Alternatives, Real Estate


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