The start of 2022 has been anything but plain sailing for investors, with Russia’s invasion of Ukraine unleashing further volatility on markets already grappling with soaring inflation and rapidly shifting central bank policies.
While heightened geopolitical and macroeconomic uncertainty has naturally led investors to pivot portfolios towards more defensive assets such as commodities, this environment may unearth attractive opportunities in a number of high growth sectors with comparatively strong value prospects. For discerning investors able to act opportunistically, the healthcare and biotechnology sectors seem particularly compelling. Both spaces appear to have been unjustifiably punished post the Covid-19 rebound, and look particularly attractive both from an absolute and relative valuation standpoint. Mo...
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