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Over the past twenty-five years, the medical biotechnology sector has profoundly transformed the therapeutic landscape. From the fight against cancer to the development of Covid-19 vaccines in record time, advances in biopharma have changed the outcome for millions of patients worldwide.

Healthcare share prices tend to reflect some trepidation leading up to and shortly after the US presidential elections, yet for the last five elections the sector outperformed in the 12 months following the election.

The healthcare and biotechnology sectors have experienced a downturn following the unexpected nomination of Robert F. Kennedy Jr. as Secretary of the Department of Health and Human Services (HHS).

Servaas Michielssens and Linden Thomson answer investors’ questions about a sector where depth of specialist knowledge is a prerequisite to consistent stock selection success.

Improving Healthcare is a megatrend, as it has been throughout living memory. From one nation to another, Healthcare spend per capita is generally higher where GDP per capita is higher.