This is not substantive investment research or a research recommendation, as it does not constitute substantive research or analysis. This material should be considered as general market commentary.
Healthcare stocks had a tough 2022. Inflationary pressures and rising interest rates, along with other macro drivers, seem to have spooked investors.
But have those falls in share price been backed by fundamentals? This is what we discuss with the Bellevue Healthcare manager Brett Darke in our latest podcast. We look at the past couple of years, volatility in the sector and what the future holds for healthcare.