Virologist and fund manager’s view of global healthcare opportunities
Jul 28, 2021•33 min•Ep. 138
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Episode description
Despite the pandemic, the healthcare sector both domestically and internationally has actually underperformed many others, as non-Covid related treatments have been postponed or cancelled. So does the sector offer opportunities for the forward thinking, or will the changing nature of Covid keep undermining a ‘return to normal’?
Dr Bianca Ogden has a PhD in virology and a bird’s eye view of emerging healthcare opportunities as the portfolio manager of Platinum’s Global Healthcare Fund. In this podcast she shares:
- The threat of Covid’s new variants, and how science is responding
- Opportunities in global healthcare, and how they’ve been affected by the pandemic
- Which sectors are most undervalued, and
- Emerging technologies and their potential.
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