Innovation, breakthroughs, and challenges: a deep dive into global healthcare, December 2023

Gareth Powell, manager of the Polar Capital Healthcare Opportunities fund, tells us more about the implications of an aging population, with nearly 14 million baby boomers approaching retirement in the UK alone. Gareth addresses the potential long-term boost in healthcare investments amid rising healthcare needs globally. Emphasising the importance of efficiency and productivity in healthcare delivery.

The interview also explores investment strategies focused on innovation, covering recent breakthroughs in healthcare, including advancements in dementia treatment and obesity. We wrap on the recent underperformance of healthcare stocks and three key themes that present significant opportunities for investors in 2024 and beyond: utilisation, product cycles, and consolidation.