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Keeping a Pulse on your Portfolio with Healthcare Innovation

2023 is poised to be a landmark year for healthcare innovation, with a record number of new drug launches and therapies offering hope to patients with previously unmet medical needs. These advancements span a wide range of diseases, from cancer and obesity to Alzheimer's and rare genetic conditions. Combined with an aging population that is driving demand, this backdrop presents a compelling commercial opportunity for investors. Additionally, healthcare offers defensive qualities in the face of market volatility, making pharmaceutical and biotech companies a resilient investment choice.

Join us to hear why healthcare presents a compelling opportunity for your portfolio through its complementary growth and defensive characteristics.

If there was waning interest in the world of global healthcare, pharma and life sciences, the Covid-19 pandemic put paid to that, and then some! The pandemic brought back into very sharp focus key issues such as the value of state-of-the-art vaccination programmes, the importance of pharmaceutical research and the development of new drugs, as well as the crucial role innovation can play in developing the biotech and life sciences industries.

The pandemic also drove home the message that the Western world is an ageing society that will need to spend ever greater sums on healthcare. And, incidentally, the same is true of the vast Chinese population – indeed, the working-age population there is reckoned to have peaked in 2011 at roughly 900 million people and is now on track to fall to some 700 million by mid-century.

On top of the pandemic and the ageing of developed market societies, there are also all the additional stresses and strains of geopolitical conflicts, and since early 2022, the return and persistence of inflation, falling and volatile equity markets, rising interest rates, and even the spectre of bank crises, causing even greater anxiety amongst most working age people across the globe. Healthcare is perhaps even more interesting as a sector given the ongoing volatility in the US tech sector and the difficulties facing the Chinese technology companies as the US tries its utmost to strangle new chip and AI innovations there.

Investors have, therefore, been taking a long, hard look at the merits of healthcare and biotech thematic investments amidst global uncertainty, and especially why life sciences offer both great resilience and major upside for investors.

The Hubbis Digital Dialogue of 20 October will see a small panel of experts assemble to debate key trends in healthcare demand and to highlight some appealing investment opportunities across the world of life sciences.

They will zoom in on the ageing of our societies – as people keep getting older and as they move into retirement, healthcare costs for them almost triple in the US, making this one of the biggest demographic drivers of healthcare demand going forward, and it is the same in most developed economies. In the US, more than 10,000 people a day will turn 65 through 2030, according to Janus Henderson's research, for example.

And on the supply side, numerous blockbuster drugs are coming off patent amongst the six largest pharmaceutical companies in the world, and at the same time, in the US, FDA approvals take a long time, and many would-be drugs do not pass that stringent process.

Amidst all these developments, it appears likely that not only will investors be able to greatly benefit from picking the right market investments in terms of revenues and profit growth, but they will also be able to ride the wave of M&A activity, as leading pharma powerhouses look set to keep buying up small and midcap pharma and biotech firms and buying in the products, with the top 18 pharma companies armed with a more than USD1.7 trillion war chest to do so. And the premiums for these acquisitions are at significant premia, and even at mouth-watering levels of up to 130% in some cases, he added.

There is little doubt that the healthcare sector offers a wonderful combination of balanced defensiveness and potential growth. Spending on prescription drugs and healthcare services tends to be consistent regardless of the economic backdrop, providing stability. At the same time, medical breakthroughs can lead to new end markets with the potential for explosive growth.

Join us on October 20 for what will be an opportunity to help make private client portfolios that bit heathier!

These are some of the key topics that could be addressed in the panel discussion:

Why does the healthcare sector offer private clients such an interesting array of investment opportunities?
Where are the key innovations likely to take place, why, and which companies are likely to most benefit?
What healthcare markets and segments are most appealing and why?
What are the barriers to entry – lack of understanding, or lack of the right vehicles to participate?
Where do you go for the best advice and for expertise in curating the optimal suite of opportunities?
What sort of percentage of any HNW and UHNW investment portfolios should be allocated to healthcare and life sciences, and why?
What are the risks of participating in the healthcare market?
What are the risks of not participating in this innovative market segment?

Oct 20

Healthcare Innovation

3.00pm - 4.00pm HKT/SGT

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A community of leading organisations within Asian Wealth Management

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Senior figures in Asian Wealth Management are speaking at this event

Aaron Sung

Hywin International

Agustin Mohedas

Janus Henderson Investors

Harmen Overdijk

Leo Wealth

Paul Gambles

MBMG Group

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