At a time when the investment environment seems so uncertain in the short term, savvy investors know that seeking out strong, secular growth opportunities is the key to long-term success.
The US healthcare sector generally, and the biotech and therapeutics sub-sectors in particular have been - and are expected to remain - the most dynamic and innovative segments of the US and global economies. Specialist money managers have chalked up impressive returns by focusing on these areas. Polar Capital: Healthcare headwinds short term in the US Although generalists have tended to be underweight, a shift in portfolio allocations is warranted, which would add potential momentum to stock prices. For investors interested in getting ahead of the curve, a focus on healthcare ...
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
