Why invest in Healthcare?
We believe Healthcare is a long-term, secular growth sector as ageing populations in developed and emerging countries worldwide drive the demand and need for increased healthcare provision.
The political conundrum is how to develop and deliver better healthcare to more people for less money. Healthcare companies with products or services that deliver demonstrable value and drive efficiency are well-placed for future growth with six key drivers propelling the sector.
In addition to a robust, long-term growth outlook for the sector in contrast to many areas of the market currently, valuations across the sector are compelling and healthcare fundamentals remain strong, with the consumption of products and utilisation of services accelerating.