The investment landscape is marked by persistent macroeconomic uncertainties, uneven growth, and heightened geopolitical risks. Despite attractive earnings growth, healthcare has also been under pressure due to regulatory restructuring, drug pricing debates, budget constraints, and tariff concerns. Yet, these short-term challenges may provide a more favorable entry point for long-term investors. The sector’s fundamentals remain compelling, underpinned by demographics, innovation, and breakthrough medical solutions. In particular, oncology continues to emerge as one of the fastest-developing fields, where scientific progress is unlocking transformative therapies and creating new opportunities for sustainable growth.
