Healthcare’s Challenges Present Significant Opportunities for Investors

Healthcare has been a broadly disappointing sector for investors in recent years. Unsurprisingly, many of the largest and longest-lasting impacts of the COVID-19 pandemic have been concentrated in the industry, from nurse and physician shortages, to unpredictable utilization of healthcare services, to a volatile biotech and life sciences funding environment.

Will AI take my job?

The most common question we receive about artificial intelligence is unrelated to investments: “Will A.I. take my job?” Given Hollywood’s tendency to cast an AI future in a negative light (think Terminator, I, Robot, The Matrix, and Wargames), it is not surprising that our collective thoughts trend toward pessimism. If we can, however, imagine AI as autonomous agents working for the benefit of humanity, then we can picture a world in which future AI systems produce massive economic and societal benefit.

After the Hardware Boom: Long-Term Value Creation in the Generative AI Era

The modern technology stack can be visualized as an advanced jet airplane. Computer hardware is the jet engine and the fuselage; the chips, servers, and networking gear that provide the power and backbone for flight.

A Long-Term Focus on Companies Capable of Benefiting From Change

Narratives and themes regularly influence parts of the economy and financial markets. Occasionally, such themes become so dominant that, for a period, they disproportionately drive groups of stocks, both positively and negatively.

Committing to a Long-Term Strategy in the New Year

Nearly every financial publication this time of year includes forecasts for everything from stocks to bonds to GDP growth, inflation, employment, interest rates, election season, and geopolitical unrest.

How Being Generalists Leads to Stronger Portfolios

Last quarter, we wrote about Riverbridge’s investment culture and the ways that culture incentivizes behaviors we believe make our clients’ portfolios stronger over the long term.

How the Riverbridge Investment Culture Leads to Client Success

Riverbridge was founded to practice investing in a way that keeps the focus on our clients’ long-term interests.