The outperformance of healthcare stocks during the COVID-19 pandemic has underscored, once again, the innovative nature of the sector. With the ageing population, not only in the developed world but also in some emerging markets becoming richer, there is a growing demand for innovations not only in pharmacology but also medical technology, such as new types of spine solutions, defibrillators and robotic surgery.
How to identify long-term opportunities in this sector, where the regulatory landscape is constantly evolving, where product efficiency is not a result of fancy design or fashion and investment edge comes from mid and small cap most innovative, but at the same time often most risky companies?
You couldn't attend our webinar? Watch the replay of the interview with Rudi Van den Eynde, Head of Thematic Global Equity.
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