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Healthcare: The fundamentals driving optimism


Learning: Unstructured

Following healthcare’s significant outperformance in 2022, Gareth Powell looks at the factors that have caused it to lag broader markets this year. As 2024 draws near, he gives a constructive 12-month outlook for the sector, citing strong utilisation, product cycles and long-term consolidation as the key elements driving his optimism. Gareth also touches on GLP-1s, examining their short-term impacts both within and beyond healthcare markets, and exploring the long-term opportunities they can bring to the sector.