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SMALL AND MIGHTY

Turbulent markets and politics - changing the long-term case for healthcare
investing


Taking on the world,
one city at a time


Political posturing over drug pricing and the future of the US healthcare system
in the run up to the 2020 presidential election is already putting pressure on
the healthcare sector but the sell-off shouldn’t put investors off this
innovative sector. If they delve deeper, past the large cap pharmaceutical
giants, they will find a wealth of companies who are shaking up healthcare and
biotech. Paul Major, manager of BB Healthcare investment trust, is one person
trying to exploit this fast-evolving landscape.

We start by examining why, despite US politics, there are vast opportunities in
healthcare, and then keeping it closer to home, why the NHS needs to embrace
huge leaps in technology. Finally, we explore how healthcare is moving on, and
why there is no replacement for active fund management.


ARTICLES

Delve into the opportunities in healthcare and biotech, find out how technology
is shaping both health and investments, and how to capitalise on this
highly-politicised, fast-moving sector.


US HEALTHCARE STILL SHINES AMID POLITICAL HOSTILITIES

The US is a politically hostile environment when it comes to healthcare but
despite this, it is also the region with the most potential; with its huge size,
growing healthcare market, and single regulator mean it has the best chance of
bringing products to market. Investors must, however, be willing to ride out the
vagaries of the stock market and ignore the politics around healthcare in order
to take advantage of the huge opportunities.




NHS SET TO STALL IF IT DOESN’T GET ON BOARD WITH TECH

Technology has fundamentally changed the way people live their lives today and
the huge leaps made around data analysis must be incorporated into the National
Health Service to ensure it is providing the best treatment to patients,
however, it is not an IT company and Labour’s plan to prevent outsourcing and
prevent the health services from working with outside resource could set it back
decades.




NHS SET TO STALL IF IT DOESN’T GET ON BOARD WITH TECH

Technology has fundamentally changed the way people live their lives today and
the huge leaps made around data analysis must be incorporated into the National
Health Service to ensure it is providing the best treatment to patients,
however, it is not an IT company and Labour’s plan to prevent outsourcing and
prevent the health services from working with outside resource could set it back
decades.




HEALTHCARE ISN’T ABOUT BIG PHARMA, IT’S ABOUT INNOVATION

Healthcare stocks have suffered a fall from grace after riding high last year as
US 2020 presidential woes come a year early amid a clampdown on drug pricing and
even a wholesale shake-up of the US medical system involving expansion of free
healthcare. But despite the volatility, there are smaller, innovative medical
and biotech companies that are offering returns as well as changing the face of
healthcare.


WATCH

After a difficult few years, some believe the healthcare industry is primed for
a return to form. We look into the political backdrop of healthcare and hear
some warnings about new ways to invest into this sector.




GALLERY





PANELLISTS


PAUL MAJOR

ADVISER IN THE INVESTMENT TEAM – BB HEALTHCARE TRUST

Paul has 18 years of experience in the healthcare sector on the sell-side and
was top-rated by a number of institutional investment clients. He was one of the
first research partners at Redburn, Europe’s leading independent research firm.
His work there included bespoke projects on healthcare portfolio construction
for several institutions. Paul was previously an analyst and corporate financier
at UBS Warburg and studied biochemistry.


HILARY COGHILL

CHIEF INVESTMENT OFFICER – CITY ASSET MANAGEMENT

Hilary began her career in medical research with several highly regarded
pharmaceutical companies before moving into investment management over 25 years
ago. Since then she has developed a particular expertise in collective
investments, offshore products and trust vehicles. She is a founder director of
City Asset Management and a key part of the company’s women’s initiative.




ANDREW HARRADINE

HEAD OF FUND RESEARCH – EFG ASSET MANAGEMENT

Andrew joined EFGAM in December 2010 as Head of Long Only Funds Selection. Prior
to this, Andrew spent 14 years at Russell investments as head of European
research, focusing on manager research. During his tenure he led the European
equity manager research team and was responsible for manager selection
supporting €3bn of multimanager funds; he also worked closely with large pension
funds providing advice on manager selection. Andrew earned a BComm at the
University of Edinburgh and has the ASIP investment qualification.


PATRIK THOMAS

INVESTMENT DIRECTOR AND HEAD OF ESG INVESTING – CANNACORD GENUITY WEALTH
MANAGEMENT

Patrick Thomas sits on Canaccord Genuity Wealth Management’s portfolio
construction, fund selection and alternatives committees. He specialises in
managing investment portfolios for intermediaries, trusts, charities and pension
funds, with a focus on discretionary mandates. He is a chartered wealth manager
and a chartered fellow of the CISI.




GARRY WHITE

CHIEF INVESTMENT COMMENTATOR – CHARLES STANLEY

Garry is Chief Investment Commentator at wealth manager Charles Stanley, and has
spent most of his career as a financial journalist. Previously he was the share
tipster at the Daily and Sunday Telegraph throughout the financial crisis and
prior to that he was European market commentator at Standard & Poor’s during the
dot-com bust. He has been looking at equity markets for more than 20 years.
Garry is a scientist by training, with a degree in Microbiology and Genetic
Engineering. He is an Associate of the Chartered Institute for Securities &
Investment (CISI) and a part-qualified banker.

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