It's fair to say markets are experiencing a few post-pandemic jitters. Unlike for you and I, the prospect of normality has, paradoxically, given markets the fear that inflation could be on the horizon as economies across the world unlock and consumers are unleashed once again.
This fear is behind the sell-off in bond markets, which has also spooked equity markets and led many investors to reconsider their portfolios for a post-pandemic future. Although we have seen some stability in recent days, the investment environment ahead remains deeply uncertain. Many investors will be grappling with what this means for their portfolios, and the healthcare sector could well be just what the doctor ordered given its renowned defensive characteristics, and the fact that it offers promising growth prospects on top. The sector's structural tailwinds There are a nu...
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