Diversifying offshore...but where should you invest?
As the ASX200 is widely expected to underperform global markets again this year and offers poor diversification, investors are increasingly turning to international markets. The only question is where to invest? We believe global healthcare sits in a sweet spot, offering long-term structural growth via tailwinds from ageing populations, higher ROIC than most other industries, sustainable margins with high barriers to entry, continuous innovation and limited inter-exchangeability. Our full report can be accessed via the pdf attached or visit the blog for regular updates (VIEW LINK)
Senior Analyst at Morgans covering healthcare, life science, telecommunications, technology and media. I've spent the last twenty years investing in and researching emerging companies and have developed a wide network of contacts across these...
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