In the second part of our look at alternatives, managers from Hermes, Investec and GAM tell Investment Week where they are finding opportunities outside the conventional asset classes.
Oliver Harris, managing partner, Montreux Capital Management Healthcare/property The private healthcare sector is being increasingly recognised for its low correlation to other assets, its low volatility characteristics, as well as a high and sustainable level of income. The sector's emergence as an alternative form of investment is underpinned by attractive and irrefutable global demographic trends. For example, in the UK the number of people aged 80 and over is set to double over the next 20 years and the requirement for specialist mental healthcare is expected to appreciate at abo...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
