Positive short to medium-term tailwinds, including new product cycles and clarity on US healthcare policy, running alongside longer-term demographic drivers, could mark the turnaround for the healthcare sector. Gareth and James explain precisely why they are so positive, as well as outlining a number of investment opportunities they are seeing. They also discuss the proposed shareholder-friendly changes to Trust and why they believe PCGH will continue to allow investors to benefit from an exposure to global growth opportunities within healthcare.