Has medtech turned a corner?
For use by institutional investors only. Not for use with the general public.
Key takeaways:
- Many of the sector's recent challenges appear cyclical rather than structural in nature
- Concerns over obesity drugs and healthcare spending may have overshadowed resilient demand trends
- Strong research and company engagement help uncover attractive long-term opportunities
Listen on:
Medical technology continues to transform patient care, from minimally invasive heart procedures to robotic surgery. Yet despite this progress, the sector has faced a challenging few years amid policy uncertainty, hospital capacity constraints and shifting investor sentiment.
In this episode, Katie Boyce sits down with Investment Manager Paul Loudon to discuss why medtech has historically been fertile ground for long-term investors, how Walter Scott assesses recent challenges, and where the most compelling opportunities lie today.
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