The long-term economic impact of COVID-19 on the healthcare industry

Presented by

Gareth Powell, Alex Chittenden & Jonathan Webster-Smith

About this talk

In this Managed Portfolio Service (MPS) webinar, Jonathan Webster-Smith, Head of Multi Asset Team and Alex Chittenden, Investment Manager, were joined by Gareth Powell, Co-Head of the Polar Healthcare Team and Manager of the Healthcare Opportunities Fund at Polar Capital. Polar Capital is a specialist, investment-led, active fund manager. The Healthcare Opportunities Fund aims to preserve capital and achieve long-term growth by investing in a globally-diversified portfolio of companies within the healthcare industry. The presenters discussed the healthcare sector in the wake of the global COVID-19 pandemic, focusing on: - how the sector has been dealing with the global spread of coronavirus and which subsectors have been the winners and losers during the market sell off - how healthcare companies are trying to combat the virus and what this means for the industry, whose returns have held up well in this volatile market - further risks that might affect this sector, such as the US election and the threat of a second wave of the virus

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