(18:05) As the world saw the coronavirus vaccines get developed and administered within a year of the first confirmed case, we evaluate the level of innovation we’re seeing across the healthcare sector today.
Screening for quality in international small caps is important, but what sort of “quality” should we look for, and can we find it without narrowing down our choice too much?
Spectrum continues to be a key differentiator for the leading US cellular operators- their success in FCC’s action for “C-band” spectrum will impact their competitive positioning for years to come.
At this stage of the economic recovery, in combination with the lingering COVID situation, we think it is too early for financial conditions to tighten more meaningfully.
We anticipate U.S. rates will move higher for the year, driven by expectations of solid growth as the economy fully reopens, prospects for additional fiscal spending, higher inflation expectations, easier financial conditions, and looming Treasury issuance.