The large cap global growth portfolio ended the quarter with a share value of $159.24 US. At the end of December, 2016, the portfolio was valued at $149.76 per share. This represents a return of 6.3%, net of fees and…

When completed, the new terminal 4 will be capable of handling an additional 9 million passengers per annum, bringing the total annual capacity of the Cancun International Airport to over 30 million persons per annum. Significant new retail space will…

This author has, for several years, questioned the pharmaceutical sector pricing model, given the enormous power wielded by pharmacy benefit management companies Should a new piece of legislation be passed as proposed, the sector may be revealed as being less…

Aetna is being added to the global large cap model portfolio. The failed Humana merger will result in a one-time writedown of the M&A expenses. However, AET lined up over $12 billion of low cost funding, via a bond issue.…

http://finance.yahoo.com/news/trump-backs-house-republican-healthcare-155833798.html This proposal has been long-anticipated by the investment industry. Negative potential impacts upon certain sectors (pharmaceutical manufacturers, medical device manufacturers, hospitals) are highly visible and have been written about, and modelled by this manager, for some time. The portfolio…