Is healthcare sector pricing in a major structural change?

HEALTHCARE

clock • 4 min read

Polar Capital fund manager Dan Mahony examines how technology is transforming the global healthcare system.

Our favourite US broker is convinced the healthcare sector is a strong buy and is about to enjoy an extended period of significant outperformance. He is not a sector specialist and bases most of his calls on technical analysis, but he rarely succumbs to hyperbole, and so it is worth listening when he makes such a claim. His rationale is simply this: stocks or sectors that break out from a trading range after a significant period of consolidation should be bought as they offer significant upside potential. Moreover, a longer period of consolidation is associated with far greater and mo...

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