MEDICAL DEVICES

A decade of rising utilisation is coming. Anna Milne outlines the forces reshaping healthcare and the stocks positioned to win.

New US hospital and surgical reimbursement rates for 2026 are rising faster than inflation, bolstering the earnings outlook for the sector.

With a 20-year CAGR of 14.1%, Thermo Fisher has repeatedly shown how temporary headwinds create long-term value for patient shareholders.

Explosive growth in Asia’s middle-class is a structural trend offering compelling investment ideas. Shannon McConaghy, of VGI Partners, says over 1.5 billion people...

With the ASX 200 currently just 3.7% below its pre-pandemic level, many investors who didn’t buy the dip have a severe case of FOMO . Small caps are a possible...

Here we take a look at the Medical Diagnostic industry, and the Pengana High Conviction Fund’s largest holding in the company Photocure – which has been a wonderful...