Healthcare is one of the fastest growing sectors in the global economy, as the convergence of technology and consumerisation fuels an unprecedented flow of innovation to address unmet medical needs and reduce costs.
The space is also being transformed by millennials, who are unlikely to put up with the bureaucracy, inflexibility, and one-size-fits-all approach that characterised healthcare interactions before the pandemic. After two years of trading driven by Covid-related sentiment, company fundamentals are now returning to the fore in the healthcare sector. The backdrop presents unique opportunities for skilled active managers to generate alpha opportunities across this diverse market - which encompasses hospital conglomerates, biotech start-ups, medical device manufacturers, life sciences tool...
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