PJP

Should You Invest in the Invesco Pharmaceuticals ETF (PJP)?

Weekly Report: what happened at PJP last week (1120-1124)?

Q3 Earnings Reveal Big Dispersion, Bigger Need For Stock Selection

Fundamental equities investor carrie king looks at two areas where earnings dispersion may be creating opportunity for stock pickers. Q3 earnings season had a return to positive earnings growth for the first time since q3 2022. Earnings for s&p 500 companies largely came in better than expected for q3. Cyclicals are doing better than non-cyclicals despite fears of recession.

2024 Thematic Outlook: 3 Themes To Get Investors Off The Sidelines

A more volatile macroeconomic regime may mean investors need to demand greater compensation for taking on equity risk. Investors can meet this higher performance bar by getting precise compensation for their investments. Thematic outlook: 3 themes to get investors off the sidelines. Blackrock's global market analysis.

Weekly Report: what happened at PJP last week (1113-1117)?

Biotech Sector Remains Under Pressure Despite Previous COVID Gains

Biotech sector faces challenges including higher interest rates, inflation, regulatory pressures, and a post-covid slump. Short interest remains high for some pharmaceutical companies, indicating bearish sentiment. Exchange-traded funds in the biotech sector have experienced outflows, reflecting a negative outlook. Increase in interest rates and higher than expected inflation are creating a tough environment for the sector.

Taking The Temperature Of Healthcare Stocks

Investors in healthcare stocks have underperformed the global market this year. But earnings growth forecasts are healthy and valuations look attractive, says alliancebernstein. Many growth trends in the healthcare sector are driven by the need for efficiency and cost savings. Active investors can find companies that benefit from durable business growth trends across the sector.

Weekly Report: what happened at PJP last week (1106-1110)?