Description
In this episode, David looks at healthcare – a sector often seen as defensive, but increasingly shaped by some of the biggest innovation themes in global markets. From ageing populations and rising demand for treatment to obesity drugs, oncology, gene therapy, diagnostics and AI-assisted drug discovery, healthcare has moved well beyond the traditional “safe haven” label.
For ETF investors, the question is not simply whether healthcare demand is resilient. It is what kind of healthcare exposure they actually want: broad sector access through established names, thematic exposure to medical innovation, specialist exposure to areas such as genomics or an active manager trying to identify the long-term winners.
Whether you are looking at traditional sector ETFs, healthcare innovation strategies, active healthcare funds or specialist thematic ETFs, this is essential viewing for understanding how healthcare exposure is evolving.
What will be covered?
• Why healthcare is both a defensive sector and an innovation theme
• The difference between broad healthcare ETFs and thematic healthcare strategies
• How funds such as iShares MSCI Europe Health Care Sector UCITS ETF, iShares Healthcare Innovation UCITS ETF, Harbor Health Care UCITS ETF and ARK Genomic Revolution UCITS ETF approach the sector
• Why active management may have a clearer argument in healthcare than in some other sectors
• How themes such as obesity drugs, oncology, genomics, diagnostics and AI are reshaping the opportunity
• The risks investors need to consider, from regulation and drug pricing to patent cliffs, concentration and volatility
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