Sort By
  • Newest

  • Newest

  • Oldest

  • Author Name

  • Author Name

  • James Dunn

  • Tim Boreham

Medical devices the next frontier of growth

Move over supermarkets, utilities and gold bullion. When it comes to defensive exposures, there’s nothing more compelling than medical device providers that prevent deaths from chronic diseases in rapidly ageing populations. According to global Sydney-based specialist equities manager Cordis Asset Management, chronic conditions such as cardiovascular and respiratory failure and diabetes account for 80 per…

Tim Boreham | 17th May 2021 | More
Semi-Loved and Semi-Understood – but Semiconductors Rule

Semiconductors would have to be one of the most pervasive and critical pieces of technology in our daily lives – but they are usually not thought about very much. They certainly don’t seem to get the investment love like they should, or get talked about as much as, say, the FAANG stocks or electric vehicle…

James Dunn | 31st Aug 2020 | More