The long-term case for investing in the healthcare sector
Since we launched our healthcare fund in January 2013, we have written two whitepapers and in both we recognised a key benefit of investing in healthcare in that it is perhaps the only sector globally that offers both growth and defensive attributes in a recession. Below we revisit some of the key attributes of the sector as well as looking at why it is attractive right now. Investors can expect long-term growth from the sector due to three powerful secular tailwinds:
- An aging global population
- Increasing wealth in emerging markets, and
- Innovation addressing the huge number of unsolved medical problems