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The four critical drivers of a healthcare bull market


Learning: Unstructured

2011 saw the beginning of a four-year bull market for healthcare and Gareth Powell, Head of Healthcare at Polar Capital, believes that 2024 marks the start of another such cycle for the sector. He discusses the significance of four critical drivers – macro setup, procedure growth, new product cycles and stock market setup – and compares the conditions of each in 2011 with the current environment to highlight the present opportunity and justify his bullishness.