Hospitals face consolidation wave

While we have used the US as a reference point in this article, we suspect this is applicable across many health systems globally. A recent report has shown that hospitals in the US are struggling with covid-19, due in part...

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COVID-19 Supply Chain Impact and nutraceuticals including CBD: The Story So Far

The nutraceutical market has seen an uptick in demand despite the backdrop of widespread declines in global markets during March (though now largely rebounded) and a bearish outlook for global GDP. The bullish outlook for nutraceuticals is driven by...

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Why are drug prices rising faster than inflation?

Drug makers typically raise prices at the beginning of the year and this year is no different. Prices on 457 brand name drugs are due to increase this year by an average of 5.1%. (GoodRx). About 102 drug manufacturers,...

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Part II – How Big Oil is Trying to Win Back Investors

On May 27th 2020, ExxonMobil, Chevron and BP all had their annual shareholder meetings which did not have the desired outcome. To date, Covid-19 has caused a deep collapse in the demand for oil. The breakeven oil price required to...

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Part I – Global Energy spending to fall $400bn due to coronavirus crisis

According to a recent report published by the IEA (international Energy Agency), global energy investment is set to fall 20% to USD 400bn in 2020, which represents the biggest annual decrease ever to be reported in the industry. Global...

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Can the UK make a green Covid 19 recovery?

More than 200 top UK firms and investors, from both multinational and national businesses across industry sectors including energy, finance, consumer goods, retail, construction, water and communication are calling on the government to deliver a Covid-19 recovery plan that...

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South Korean café’s robot barista could be an example of an old investor adage

South Korea is slowly transitioning from intensive social distancing rules towards what the government calls “distancing in daily life”. In support of these new rules, a café in Daejeon, South Korea has hired a barista robot which is able...

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Healthcare Industry Outlook 2020 Market Overview

The healthcare industry is one of the largest and fastest growing industries globally. By 2040, the World Economic Forum (WEF) predicts that USD 25 trillion will be spent on healthcare up from US$ 11.9 trillion in 2018. Market consensus...

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Green Energy’s Hidden Impact on the Environment

Conventional energy sources such as coal, oil, natural gas, and nuclear material have a substantial effect on the environment via the release of harmful greenhouse gases (GHG). Carbon Dioxide (CO2) and Methane (CH4) account for over 90% of gases...

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Consolidating the Gold Market

A new theme has emerged in the gold (Au) market: an increase in mergers and acquisitions (M&A) business activities. The hope is that this may derail growing structural issues inherent to the sector which include the following: The industry is...

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