Publication date: 30 September 2024
Published by: Polar Capital
Author: James Douglas, Fund Manager, Global Healthcare Team
Innovation is critical to achieving medical breakthroughs, and for healthcare companies it serves as a key driver of growth. James Douglas, Fund Manager on the Polar Capital Global Healthcare Team, explores some of the most significant innovations in the sector over the past two years, while also discussing the role new product cycles play in portfolio construction.
He also touches on key underlying themes in healthcare where the team is identifying opportunities, such as delivery disruption, emerging markets and AI, and goes on to discuss the potential impacts of the US election on healthcare stocks globally.
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