The healthcare sector delivered double-digit gains in 2021, following the strong performance of equity markets (as of November 19). But the returns have not been broadly distributed.
We have asked portfolio managers from Bellevue, AllianceBernstein, Janus Henderson, and Polar Capital to take us through their strategies and to give us some insights from the sector, so we can understand if it is, indeed, a good moment to invest in healthcare.
With much of the world on lockdown (or still dealing with its effects) and social contact discouraged, healthcare provision has taken on a whole new complexion.
Global X analyse Teladoc Health, Nuance Communications, iRhythym Technologies and Invitae Corporation, for key companies in the center of this emerging theme.