James Douglas and Gareth Powell, co-managers of the Polar Capital Global Healthcare Investment Trust, talk us through the improvements in the healthcare industry as a result of the COVID-19 pandemic. The pair also discuss how the sector has responded to rising inflation and its ability to make further gains in the future. They also evaluate the recent challenges faced by some of the COVID winners in the healthcare space and why the likes of Moderna can still make gains in the future. The pair also analyse the potential for M&A activity to be the catalyst for a pick-up in undervalued small and mid-cap healthcare companies.

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Please remember, we’ve been discussing individual companies to bring investing to life for you. It’s not a recommendation to buy or sell. The fund may or may not still hold these companies at the time of listening. Elite Ratings are based on FundCalibre’s research methodology and are the opinion of FundCalibre’s research team only.