Buy Hold Sell: 5 emerging healthcare heroes

2023-08-11

What do we all want? To live long, healthy, and prosperous lives. Increasingly we’re able to fulfill the first two elements of that triumvirate given the advances in modern medicine and healthcare services. What’s more, is that we have an ageing population in many parts of the world that not only have the desire for longer and healthier lives, but also the capacity to pay for them. And that is all good news for the healthcare sector, which enjoys the benefits of said tailwinds from increases in spe...

What do we all want? To live long, healthy, and prosperous lives.

Increasingly we’re able to fulfill the first two elements of that triumvirate given the advances in modern medicine and healthcare services.

What’s more, is that we have an ageing population in many parts of the world that not only have the desire for longer and healthier lives, but also the capacity to pay for them.

And that is all good news for the healthcare sector, which enjoys the benefits of said tailwinds from increases in spending on healthcare as a share of GDP.

But not every company can be a healthcare giant like CSL, Cochlear, or ResMed. At least not yet.

In this episode of Buy Hold Sell, we’re running the ruler over healthcare names that, whilst not as big as those mentioned above, sure are mighty.

To do that, we’re joined by Tobias Yao from Wilson Asset Management and Tim Johnston from Tyndall Asset Management.

Note: This episode was recorded Wednesday 9 August 2023. You can read an edited transcript below:

https://www.livewiremarkets.com/wires/buy-hold-sell-5-emerging-healthcare-heroes

Comments (3)