What makes today an interesting time for investing in Healthcare? Where are the opportunities?

Hear from our experts why healthcare stocks are back to steady growth after the post-Covid reset. Demographic tailwinds and forecasts of further rate cuts, combined with good clinical data, should further support the sector’s performance.

Global Health is a Megatrend supported by powerful market drivers  

Enduring Growth

Aging populations and economic development are two of the powerful factors driving the take-up of Healthcare. While Covid is drawing attention today to public health, the global trend toward increased spending has been established for decades.

How do we identify investment opportunities within Healthcare?

 Our Q&A : Healthcare - A strategy in good shape

 

Healthcare is a Diverse Sector, with both Defensive and Innovative participants

 
While Healthcare spending is relatively resistant to economic fluctuations, equity valuations can fluctuate with technological breakthroughs and market psychology.
Ken Van Weyenberg, Client Portfolio Manager

Some of our investment strategies focus specifically on innovative solutions. For this, our Investment Team consists of scientists, mainly PhDs in biotechnology and related areas, with financial training and experience, such as CFA charterholders and masters degrees in finance.

What has Candriam been saying about critical Healthcare topics such as tobacco use, mental health, cancer, and diabetes?

Our experts help you understand the issues

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Rudi Van den Eynde
Head of Thematic Global Equity
Candriam has been investing in the Healthcare sector for over 20 years. We owe this success to our combined clinical and financial analysis, and most importantly, to the share experience and complimentary expertise of the women and men who make up the Investment Management Team
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