Global Perspectives: Healthcare's underappreciated opportunities

23 Oct 2023

Janus Henderson: Global Perspectives: Healthcare's underappreciated opportunities

In this episode, Portfolio Managers Andy Acker and Dan Lyons explain how the healthcare sector has evolved since the heady days of the pandemic and what role the sector can play in investment portfolios today.

Key takeaways:

  • Since its successful response to COVID-19, the biopharma industry has continued to roll out breakthrough therapies, including in large disease categories such as obesity and Alzheimer’s.
  • These advances could drive significant growth for the sector even as regulation aims to limit drug prices. In fact, new policies could help free up capital for the sector’s innovation and improve affordability overall.
  • Meanwhile, healthcare’s defensive characteristics remain intact and could be bolstered by secular market themes, such as aging populations.

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