healthcare

Equities already entered a bear market

Oil, industrials and banks dividends at risk

Costs "unsustainable"

Focus on ESG

Keith Barrett, head of research at Ingenious Asset Management, asks whether outperformance in US healthcare stocks can continue or if it is time to take profits.

Sector expected to grow over next decade

Recognise boutiques and passive investing

Fund outperforms index over month

Active categories include healthcare and EM debt

Manager holds company in Equity Income fund