中国核准合格境内机构投资者专用

2022年健康护理股的机遇 (英文版)

The healthcare sector experienced uneven performance in 2021. Looking ahead, Portfolio Manager Andy Acker believes discounted valuations, innovation and the waning influence of COVID-19 are creating attractive investment opportunities throughout the sector.

Key takeaways

  • COVID-19 has led to swings in healthcare stock returns over the past two years but that could change as the pandemic begins to retreat.
  • In COVID’s wake, we think many stocks now trade at a discount to the value of their underlying companies’ growth prospects.
  • In our view, opportunities can be found throughout the sector, including in biotech where new treatment modalities are revolutionising care; in medical devices where advances in robotic surgery are improving patient outcomes; and in managed care, which is benefiting from expanded government health insurance programmes and a robust job market.
Andy Acker, CFA

Andy Acker, CFA

Global Life Sciences | Portfolio Manager


7 Feb 2022
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Andy Acker, CFA

Andy Acker, CFA

Global Life Sciences | Portfolio Manager


7 Feb 2022