News & Insights

Healthcare: alive and well

December 25, 2025

Time to Read: 3:37 mins

The outlook for the healthcare sector remains positive despite its recent challenges, says Walter Scott client investment manager George Dent.

Key points:

Healthcare appeals to quality growth investors due to its strong structural tailwinds, low economic cyclicality and resilient growth characteristics.
Performance has suffered since the pandemic due to operational disruptions and weak market communication.
But structural drivers persist, such as ageing populations, rising cancer incidences and changing diets.
Edwards Lifesciences, a pioneer in artificial heart valves, is an example of a healthcare company that is adapting and future facing.
Looking ahead, near-term patience is needed, but there are multiple under-recognised healthcare businesses offering opportunities for quality growth investors.

2934559 Exp: 3 April 2026

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