Global health care: Pressing questions
THE GROWING CORONAVIRUS PANDEMIC HAS FUELED SIGNIFICANT INVESTOR UNCERTAINTY AND MARKET DECLINES. And while health care is by no means totally immune to these near-term impacts, we believe investment opportunities in the sector remain very compelling. Secular demand continues to be strong, driven by increasingly wealthy and aging populations and accelerating innovation. Crucially, the sector also offers a deep and varied opportunity set with robust alpha potential for bottom-up stock pickers.
Still, investors have many questions about the coronavirus, the implications of the upcoming US election, the status of innovation, and evolving industry dynamics.
Views expressed are those of the authors and are subject to change. Other teams may hold different views and make different investment decisions. The value of your investment may become worth more or less than at the time of original investment. For professional or institutional investors only.
