53. The healthcare sector: a global, co-ordinated response to COVID-19

James Douglas, co-manager of Polar Capital Global Healthcare Trust, talks to us about how the healthcare sector is responding to the coronavirus crisis. From short-term needs such as tests, ventilators and vaccines, through to longer term investment in our global healthcare infrastructure and the way we access services, the implications are significant - even the promises made in the US election could be changing.
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Polar Capital Global Healthcare Trust invests in pharmaceutical, biotechnology, medical technology and healthcare services companies all over the globe. It has a growth bucket and an innovation bucket with a circa 90/10 split. The former is made up of predominantly larger companies, whereas the innovation pot will invest into medium and smaller companies that are typically disrupters of conventional medical practices.

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