Learning: Unstructured

Despite a continuingly uncertain macro-environment and earnings outlook, there are plenty of reasons to be optimistic about the performance of the healthcare sector in the coming year, believes James Douglas, Fund Manager on the Polar Capital Global Healthcare team.

With strong industry and company fundamentals in place, a reduction in healthcare policy risk in the US, and continued long-term sector tailwinds such as consolidation, James explains how the ingredients are there for a sustained period of outperformance for the healthcare sector.