Healthcare fundamentals remain strong

In their latest commentary, Gareth Powell, Head of Healthcare and James Douglas, Fund manager of the Polar Capital Global Healthcare Trust provide an update of the sector and explain why  it is becoming apparent that COVID-19 is becoming endemic and the demand for vaccines and therapeutics is dramatically reducing. If that trend continues, then a more constructive stance on the areas of the market that have been adversely impacted by the virus is perfectly reasonable and potentially rewarding.

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