Barron’s - USA (2020-09-28)

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CONTENTS 09.28.20 VOL.C NO.

Index P. 4

Review & Preview P. 10

Mailbag P. 35

Inside Scoop P. M

Charting the Market P. M

Winners & Losers P. M

Research Reports P. M

Market View P. M

Cover Photograph by

Kevin Van Aelst

iShares Nasdaq Biotechnology ETF

Healthy Gains

Health Care Select Sector SPDR ETF S&P 500

0

• 
  


• 
  

20

40

60%

Oct. 2019Nov. Dec.Jan. 2020Feb. March April May June July Aug. Sept.

Source: FactSet

P. 18

Health Care Picks Up the Pace

Cover Story: The four experts in our health-care roundtable say the response to Covid

has supercharged innovation throughout the industry. They offer their views of the most

promising developments—and the best investment bets.By LAUREN R. RUBLIN

P. 6

Up&DownWallStreet:

November Draws Near

Attention is shifting to the U.S.

election, whose outcome could

hinge on the path of the economy

and markets over coming weeks.

By RANDALL W. FORSYTH

P. 9

Hindenburg’s Goal Is

to Oust Bad Actors

Founder Nathan Anderson talks

about his firm’s bet against

electric-truck maker Nikola—and

his desire to “put bad guys in jail.”

By MAX A. CHERNEY

P. 13

What to Expect From

a New Supreme Court

A number of consequential cases

will be on the docket in the new

term—likely with an additional

conservative voice weighing in.

By DAREN FONDA

P. 15

Truist Is Set to Enjoy

the Fruits of Its Merger

Cost synergies resulting from the

tie-up of BB&T and SunTrust

could deliver hefty upside for the

commercial-banking giant.

By LAWRENCE C. STRAUSS

P. 17

Fortive Needs to Focus

to Get Out of Its Rut

The industrial conglomerate is

likely to unlock value with the

spinoff of its transportation

business into a new company.

By AL ROOT

P. 27

UBS Helps Usher ESG

Into the Mainstream

UBS’ embrace of environmental,

social, and governance investing

sets a standard that other banks

are likely to follow.

By LESLIE P. NORTON

P. 28

Herbalife Is in

Hot Water Again

Former salespeople of the

company’s weight-loss products,

alleging that they were deceived,

are suing 44 top distributors.

By BILL ALPERT

P. 29

Playing Defense Pays

forThisTopFund

Profile: The Alger Weatherbie

Specialized Growth fund’s

managers were quick to prepare

when they saw Covid-19 coming.

By SARAH MAX

P. 8

Streetwise:How About

aTVWithaWebcam?

By ALEX EULE

P. 31

Funds:A Lower-Risk

ETF Might Cost You

By EVIE LIU

P. 32

Tech Trader:Western

Digital Stock Could

Be Worth 50% More

By ERIC J. SAVITZ

P. 33

Economy:Thriving

While Going Green

By MATTHEW C. KLEIN

P. 34

Other Voices:Black

Lives and Philanthropy

By ALANA PETRASKE

P. 35

Income:Seeking Yield

in Emerging Markets

By LAWRENCE C. STRAUSS

P. M

Trader:Covid Is Still

the Biggest Concern

By BEN LEVISOHN

P. M

Euro Trader:LSE’s

Plan to Win Refinitiv

By PIERRE BRIANÇON

P. M

Emerging Markets:

Rising Tech Stars

By CRAIG MELLOW

P. M

Striking Price:Profiting

From Election Fears

By STEVEN M. SEARS

P. M

Commodities:AWay

toWageronWater

By MYRA P. SAEFONG

Barron’s Roundtable

on Fox Business

Watch our TV show Friday at 10

p.m. or 11:30 p.m. ET; Saturday at

10 a.m. or 11:30 a.m.; or Sunday at

7:30 a.m., 10:30 a.m., or 11:30 a.m.

This week, an interview with

Merrill Lynch’s Andy Sieg on

navigating the turbulent market.