18 Jun 2021
Zehrid Osmani, Head of Global Long-Term Unconstrained, Martin Currie | Sam Cottrell, Healthcare Sector Specialist and Junior Portfolio Manager, Martin Currie | Jonathan Regan, Healthcare Sector Specialist, Martin Currie
In our view, we foresee a sizeable healthcare infrastructure upgrade cycle emerging post pandemic, as governments channel some of the fiscal stimuli towards making their healthcare infrastructure more resilient and pandemic-ready.
Healthcare digitalisation trends have been picking up and are likely to accelerate post-pandemic, with remote patient monitoring being an area of opportunity in our opinion.
Within healthcare, the drive towards ongoing outsourcing, notably in the clinical trials will be an important structural trend that continues to come through in our view.
Bespoke healthcare will remain another important driver, with notably greater use of life science & tools (such as genomics and spatial technologies) in drug development.
Emerging markets still have scope to continue to expand their healthcare budgets which will be an important long-term structural growth driver for the industry.
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Investments entail risks, the value of investments can go down as well as up and investors should be aware they might not get back the full value invested.