Publication date: 05 November 2025
Published by: Polar Capital
Author: Gareth Powell, Head of Healthcare, Polar Capital
Sharing his outlook, Gareth Powell highlights which contrarian market signals are flashing positively for healthcare.
He also discusses valuations, which are at historically low levels across the market-cap spectrum. Combined with long-term drivers such as innovation and elevated utilisation levels, in addition to shorter-term political headwinds dissipating, he concludes that the path forward for healthcare investors looks much clearer.
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