Entries filed under 'Growth Investing'

    Big Pharma on Steroids

    March 27, 2015 12:20 PM by Lavina Talukdar

    Relentless innovation and ongoing mergers and acquisitions have created significant investment opportunities in the pharmaceuticals and biotechnology sectors. 

    Prescription drugs may be a relatively small significant chunk of national healthcare expenditures each year (see Chart 1), but ongoing innovation and consolidation in the sector has had a powerful effect on valuations. 

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    Research in Action:
    Riding Herd on Changing Consumer Patterns

    March 23, 2015 11:18 AM by Lord Abbett Editorial Staff

    While big corporations are struggling to retain customers, nimbler enterprises are seizing the opportunity to steal loyal consumers. Three Lord Abbett analysts assess the opportunities.

    One overarching theme in recent research discussions has been consumer spending, which has been on a healthy trajectory since the financial crisis, especially in recent quarters thanks to rising employment and declining fuel prices. (See Chart 1.) But with many consumers underemployed, cautious and/or continuing to deleverage, the outlook is a mixed bag. Rising employment and lower fuel costs may help beverage makers and innovative restaurant chains, but auto companies face considerable headwinds. 

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    Chasing Eyeballs

    March 17, 2015 10:45 AM by So Young Lee

    While media, Internet, and cable companies face a number of challenges, diversifying content platforms should drive some compelling investment opportunities in 2015.

    Just as traffic on the information superhighway has accelerated at a phenomenal pace, so have the challenges faced by media, Internet, and cable companies—but I believe diversifying content platforms should drive some compelling investment opportunities in those sectors in 2015.

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    Research in Action: Why Web 3.0 is the Product Cycle of the Decade

    March 13, 2015 1:05 PM by Eric Ghernati

    New applications combining the cloud and "Big Data" have transformed industries globally.

    Considering how much time people spend on the Internet using multiple devices—chatting, networking, shopping, banking, devouring, and sharing all kinds of content, and the like—it’s easy to see why technology sector figures prominently in various investment strategies.

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    Growth River No. 6: The North American Energy Revival Led by Shale and Solar

    February 25, 2015 11:30 AM by F. Thomas O'Halloran

    The boom in shale gas and oil has ushered in much lower oil and gas prices, which should be supportive of economic growth. Meanwhile, renewable energy sources, led by solar energy, are making progress. 

    Who expected the current low oil and gas prices as recently as one year ago, and how did they come about? 

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