Polar Capital: Healthcare headwinds short term in the US
Overweight healthcare equipment
The affordability of healthcare will be a focus for both political parties during the forthcoming US election
US political rhetoric is weighing on short-term sentiment in the healthcare sector as concerns grow about potential drug pricing reform and the impact of Medicare for All, Polar Capital's Jamie Douglas said, but added that despite these short-term concerns, the fundamentals for the healthcare industry are strong.
The manager of the $84.4m Polar Capital Healthcare Blue Chip fund said the affordability of healthcare will be a focus for both political parties with the selection process for the Democratic candidate...
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