Global Healthcare Breakfast

Gareth Powell, Head of Healthcare at Polar Capital, will share his outlook for the sector in 2025. Over the last two years as economic growth in the US has positively surprised investors, healthcare has been a source of funds. In addition, political fears rose ahead of a second term for President Trump. This has left the sector trading at a compelling valuation both on an absolute and relative basis, and with the strong EPS growth expected in 2025, Gareth will explain why this is a rare and compelling entry point for the sector.

Please arrive at 8:00am for an 8:15am start.