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
