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Goldman's top trades for this upcoming earnings season

CNBC: Investing

"We expect a return to elevated single stock earnings-day volatility driven by thematic trades (AI, Tariffs, policy) this quarter," Marshall said. Medical technology analyst David Roman rates GE HealthCare a buy and believes its 2% guidance for 2Q and 3Q growth underestimates a strong U.S.

Trading 121
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Cooley’s 2024 Life Sciences M&A Year in Review: M&A Slims Down in 2024, but Will Appetites Grow in 2025?

Cooley M&A

Portfolio optimization through divestitures of noncore assets In addition to pharmas smaller appetite in 2024, pharma companies continued to slim down by shedding nonessential assets to sharpen their strategic focus on core products. Similarly, Novo Holdings $16.5

M&A 64
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UBS likes these defensive plays – which also happen to offer solid dividends

CNBC: Investing

and Chinese officials are awaiting approval of a trade policy framework. To top that off, several of the names also pay dividends, which can help cushion investors' portfolios from market jolts. For starters, the U.S. budget deficit ballooned to $316 billion in May , bringing the year-to-date total to $1.36 Further, U.S.

S&P 56
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Using options to trade this beaten-down beer giant that Warren Buffett holds

CNBC: Investing

With a diversified portfolio, a focus on premium segments and notable investment from Berkshire Hathaway, STZ may be poised for a rebound. Its beer portfolio, including powerhouse brands like Modelo and Corona, aligns with the +2% volume growth in premium beer observed in 2024.

Trading 69
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Demystifying the Liberalised Remittance Scheme: Everything You Need to Know

Razorpay

Be it traveling abroad for education, medical treatment, business, or pleasure, things have become a lot smoother than before. LRS enables diversification of investment portfolios by allowing individuals to invest in foreign assets such as stocks, bonds, and real estate. What are the benefits of Liberalised Remittance Scheme?

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The Full Guide to Healthcare Private Equity, from Careers to Contradictions

Mergers and Inquisitions

The short answer to #1 is that healthcare private equity firms operate in specific verticals with stable-ish cash flows, such as healthcare services, nursing facilities, medical devices, equipment, and healthcare IT. They do not invest in risky biotech startups attempting to cure cancer (at least not within their traditional PE portfolios).

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Cooley’s 2022 Life Sciences M&A Year in Review

Cooley M&A

But it wasn’t all carve outs and concerned investors – even with the headwinds in the industry and beyond, there were still several traditional public M&A deals involving biotechnology or medical device companies, as large pharmaceutical companies continued to have cash to deploy for acquisitions.

M&A 40