Investment Ideas: A greenflation basket, a 2023 alternatives portfolio, and Morgan Stanleys global transitions

A rapid sprint through a possible biotech trough and rally, Liberum’s 2023 alternative funds portfolio and Morgan Stanley’s three big trends. And ideas for investing in the coming greenflation

Jan 18, 2023

∙ Paid

Are we closing in on a biotech trough?

Earlier this week I think we saw the first signs that the biotech deep freeze - nearly two years old now - might be starting a thaw. UK listed biotech ventures fund RTW announced a 9.4% increase in NAV.

“As of 31 December 2022, 24.6% of the total NAV was invested in privately held core portfolio companies and 46.3% o…

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