A Gameplan for Healthcare Investing Amid Policy Uncertainty

Published on May 12, 2025

In the report, Portfolio Managers Andy Acker and Dan Lyons say that despite growing policy uncertainty, plenty of healthcare companies have managed to put up big returns.

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Fed Chair Powell Tells the Truth: "We Don't Know!"

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In a rare moment of honesty, Federal Reserve Chairman Jerome Powell admitted he and his fellow central bankers don’t know what they’re doing as they wrapped up the May Federal Open Market Committee (FOMC) meeting.

Barometer: Equities Set for Further Falls as Tariffs Bite

May 12, 2025
As the effects of US import tariffs begin to emerge, we shift our stance on equities to underweight.