A professional investor tells us where he'd put his money. This week: Andy Headley of Alliance Trust and Veritas Asset Management chooses three favourites.
Government rhetoric and policy have emerged as key issues that could affect companies over the coming years. Heated discussions among regulators and politicians in sectors such as technology and healthcare, and the policies that emerge as a result, could enforce real change. In US healthcare, for instance, political efforts to lower drug prices are not only hitting companies in the pharmaceutical sector but are also the driving force behind widespread changes further down the supply chain.
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A pharmacy giant
CVS Health Corporation (NYSE: CVS)
Cigna set for success
Cigna (NYSE: CI)
Technology titan has room to grow
The plan has involved a commitment to be more open as a company, to invest more in the cloud (online data centres)and to move to a subscription model, whereby customers typically pay a monthly fee for the group's offerings. The refreshed direction is beginning to boost cash flow, even though it was only implemented four years ago, and bodes well for the years ahead.
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Norfolk or Norway? Holidays you can afford with different-sized pension potsMany people look forward to taking more holidays when they retire. But what sort of trips could your pension buy you? We look at the holidays to match different retirement incomes
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Q&A: Issac Thong – new lead manager of Aberdeen Asian Income Fund
