111. Investing in healthcare during a global pandemic

Healthcare has been very much under the microscope this year with the world facing a global pandemic and the race to find a vaccine. In this podcast, James Douglas, manager of Polar Capital Global Healthcare Trust talks to us about the vaccine rollout, the impact of a new US president on US healthcare companies, the increasing opportunities in emerging markets and gives his outlook for the sector in 2021.
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Polar Capital Global Healthcare Trust invests predominantly in firms in four sub-sectors: pharmaceuticals, biotechnology, medical technology and healthcare services. The portfolio is also split into two segments: growth and innovation with a circa 90/10 split. The growth element is made up of predominantly larger companies, whereas the innovation pot will invest into medium and smaller companies that have the potential for greater growth in the long run.

Read more about Polar Capital Global Healthcare Trust

What’s covered in this podcast:

  • The manager’s thoughts on the COVID-19 vaccine rollout [0:30]
  • Whether we’ll all be vaccinated by the end of 2021 [1:42]
  • Why the performance of the sector has trailed off in recent months [2:27]
  • If a Joe Biden presidency is positive or negative for US healthcare companies [4:20]
  • How the manager invests in emerging market healthcare opportunities [5:32]
  • The outlook for the healthcare sector in 2021 [6:32]
  • Why the sector is ripe for more M&A activity [8:34]
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