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What is the outlook for healthcare in 2022?


Learning: Unstructured

COVID-19 has had a huge, direct impact across the healthcare value chain over the past two years, though Gareth Powell is now looking ahead at its indirect impact, for example on the backlogs for procedures, diagnostic tests and so on. Over the short term (M&A; consolidation) and longer term (outsourcing; innovation), he assesses where he is finding the best investment opportunities, across the cap scale, and those areas where he feels healthcare will claw back the gap with this year’s global equity performance.