Polar Capital

Healthcare: A new bull market?

Over the past 30 years, the healthcare sector typically has gone through cycles of several years of outperformance, followed by several years of underperformance.
Gareth Powell, Head of Healthcare at Polar Capital, explains why he believes that the sector is on the cusp of another period of outperformance, led by the reduction of healthcare policy risk within the US. Gareth also outlines the six, longer-term themes that the Polar Capital Global Healthcare Team invests across.
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As ever, if you have any questions for the Polar Capital Global Healthcare Team, please do not hesitate to get in touch with your usual representative.