The healthcare sector combines innovation, growth rates that rival technology, and outcomes that save and improve lives. After a four-year bear market following the COVID-era boom, the sector now appears to be in the early innings of a recovery.
This whitepaper addresses 3 key investor questions at this important juncture:
Do healthcare equities have further room to run?
Why is healthcare investing unique, and what is the right approach?
How will artificial intelligence drive future growth in healthcare?
Healthcare is turning the corner. After a four-year bear market, the sector appears to be entering a new bull cycle, with valuations still compelling and IPO activity yet to normalize.
Innovation is accelerating. Large drugs addressing large markets are reshaping the opportunity set, but much of this progress remains underappreciated by investors.
AI is a mispriced catalyst. Across healthcare delivery, efficiency, and R&D productivity, AI’s impact is broad and growing—making expertise critical to capture the upside.
For more of our research and recent insights on healthcare and more, view and subscribe to our insights.