James Douglas, fund manager at Polar Capital, discusses the long-term outlook for global healthcare stocks. In particular, he discusses the significant structural changes occurring in the healthcare industry, the effects of rising inflation on healthcare portfolios and the vast difference in health expenditure per head in the western world compared to emerging markets.
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.