Podcasts

29 September 2021 | Paul Dixey

Healthcare after the Pandemic

The world’s population is getting older. Today 1 in 11 are aged over 65 yet it is estimated this could rise to 1 in 6 by 2050. But is the healthcare system built to cope with this increasing level of demand? Our incredible doctors, nurses, scientists, and researchers have saved millions of lives over the last 18 months but what areas of the healthcare system need investment? How does one go about investing in the healthcare space, surrounded by risks such as drug pricing reform in the US, and the threat from the big technology companies?

In part one of this two-part episode, Paul Major Co-Manager of the BB Healthcare Trust - a £1bn FTSE250 listed investment trust - and I discuss these and other questions.

 

KEY POINTS

03:30 - We discuss where we are in the cycle of the pandemic

09:29 - Why the healthcare sector is still an attractive one to invest in

17:15 - What the BB Healthcare’s team philosophy and investment process is

21:32 - How Paul and the team adopt an unconstrained approach and their thinking around having been underweight Big Pharma for some time

31:25 - Market leadership has changed significantly before and after the vaccine announcements, so how did the team manage the investments throughout that period

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