What makes today an interesting time for investing in Healthcare? Where are the opportunities?
Hear from our experts why healthcare stocks are back to steady growth after the post-Covid reset. Demographic tailwinds and forecasts of further rate cuts, combined with good clinical data, should further support the sector’s performance.
Global Health is a Megatrend supported by powerful market drivers
Enduring Growth
Aging populations and economic development are two of the powerful factors driving the take-up of Healthcare. While Covid is drawing attention today to public health, the global trend toward increased spending has been established for decades.
How do we identify investment opportunities within Healthcare?
Healthcare is a Diverse Sector, with both Defensive and Innovative participants
“While Healthcare spending is relatively resistant to economic fluctuations, equity valuations can fluctuate with technological breakthroughs and market psychology.”
Some of our investment strategies focus specifically on innovative solutions. For this, our Investment Team consists of scientists, mainly PhDs in biotechnology and related areas, with financial training and experience, such as CFA charterholders and masters degrees in finance.
What has Candriam been saying about critical Healthcare topics such as tobacco use, mental health, cancer, and diabetes?
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Johan Van der Biest
Head of Thematic Global Equity
”Candriam has been investing in the Healthcare sector for over 20 years. We owe this success to our combined clinical and financial analysis, and most importantly, to the share experience and complimentary expertise of the women and men who make up the Investment Management Team
Discover our Q&A
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Investing in oncology: forewarned is forearmed
Servaas Michielssens and Linden Thomson explain to investors the approach they used to create and develop an investment strategy in the oncology sector.
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Biotech investing: Is there a doctor in the house?
Servaas Michielssens and Linden Thomson answer investors’ questions about a sector where deep specialist knowledge is essential for consistent stock selection success.
Funds
Do you want to know more about our funds?
Discover the Candriam Equities L Oncology fund
Funds
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Discover the Candriam Equities L Biotechnology fund
Thematic
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ESG, SRI, Healthcare, Servaas Michielssens, Linden ThomsonTime to Re-engage with Healthcare?
Healthcare share prices tend to reflect some trepidation leading up to and shortly after the US presidential elections, yet for the last five elections the sector outperformed in the 12 months following the election. -
Servaas Michielssens, HealthcareHealthcare and Biotechnology Market Update Following RFK Jr's Nomination
The healthcare and biotechnology sectors have experienced a downturn following the unexpected nomination of Robert F. Kennedy Jr. as Secretary of the Department of Health and Human Services (HHS). -
Q&A, Healthcare, Linden Thomson, Servaas MichielssensBiotech investing: is there a doctor in the house?
Servaas Michielssens and Linden Thomson answer investors’ questions about a sector where depth of specialist knowledge is a prerequisite to consistent stock selection success. -
HealthcareHealthcare – Invest in a Better Life
Improving Healthcare is a megatrend, as it has been throughout living memory. From one nation to another, Healthcare spend per capita is generally higher where GDP per capita is higher.