Publication date: 14 November 2025
Published by: Polar Capital
Author: Gareth Powell, Head of Healthcare & James Douglas, Fund Manager, Global Healthcare Team
Positive short to medium-term tailwinds, including new product cycles and clarity on US healthcare policy, running alongside longer-term demographic drivers, could mark the turnaround for the healthcare sector.
Gareth and James explain precisely why they are so positive, as well as outlining a number of investment opportunities they are seeing. They also discuss the proposed shareholder-friendly changes to Trust and why they believe PCGH will continue to allow investors to benefit from an exposure to global growth opportunities within healthcare.
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