At the recent Annual General Meeting for the Polar Capital Global Healthcare Trust, co-managers James Douglas and Gareth Powell gave an update on the Trust’s performance over the past year, as well as explaining what has been happening across the wider healthcare market as the Covid-19 pandemic moves towards the endemic stage.

Looking towards the year ahead, they also highlight the post-pandemic themes that they see as key long-term tailwinds for the industry. Combined with attractive valuations, positive earnings revisions and a more supportive macro-economic backdrop, James and Gareth describe why they remain excited about investing in healthcare, and how the team continue to position themselves as leading investors in the sector.