AB International Health Care Strategy

Invest in Your Future

 

 

Healthcare. It’s something that everyone needs. And it’s always in demand, whatever the income level or economic condition.

The pandemic underscores the importance of healthcare. It has also prompted unprecedented collaboration and adaptation across global health systems, accelerating the pace of change in the sector.

Increasing life expectancy, a greater focus on health and well-being, and industry innovation are expected to drive further changes and shape the future of healthcare – all of which present ample investment opportunities.

How should one capitalize on these opportunities?

The AB International Health Care Strategy aims to generate excess returns by picking quality healthcare companies with good growth potential. 

Structural changes offer long-term potential
  • Healthcare is benefiting from long-term, structural changes worldwide. Aging demographics and technological innovation are among the key factors supporting future growth. Meanwhile, governments are under pressure to cut healthcare costs just as demand for health services is accelerating.
     
  • Companies that can improve the quality of healthcare provision while keeping costs manageable will be well placed to benefit from rising demand, which fosters durable growth. 

 

Shield icon for Risk Appetite
Less sensitive to economic swings
  • Healthcare is generally regarded as defensive because of its resilience in downturns. Anyone who needs medical attention rarely wait for an economic recovery. 

  • The sector also comprises various industries, from pharmaceuticals, biotech to health care facilities. 

Other Ways to Gain Exposure to Health Care Investment Opportunities

AB Low Volatility Equity Strategy
AB American Growth Strategy

Why AB International Health Care Strategy?

Potential to grow your capital
  • The Strategy aims to offer investors durable long-term growth in the healthcare sector, or gain exposure to healthcare-related companies.

 

  • It aims to increase the value of your investment over time by selecting quality companies with competitive advantages over their peers and good growth potential. 
Stocks across multiple sub-sectors to balance risk
  • One of the easiest ways to gain exposure to a broad range of companies within the healthcare sector is to invest in stocks across a variety of sub-sectors.

  • The Strategy focuses on various sub-sectors of the healthcare industry, such as pharmaceuticals, healthcare equipment, biotechnology and healthcare services. We believe this helps balance risk around a wider range of companies rather than a handful of stocks.
Benefit from the expertise of AB’s experts
  • The Strategy is overseen by Vinay Thapar, supported by John Fogarty. With about 50 years of combined investment experience, they also draw on the collective insights of AB’s global health care sector analysts across various equity strategies.

  • This collective experience combined with our bottom-up research produce compelling investment ideas to help you capture the growth potential in the healthcare sector.

Healthcare Investing: Insights

MasterClass VI | Health Care Investing
Three Key Trends Driving Health Care Investing
Focusing on Business, Not Science

Investors may not have real insight into what drives successful scientific outcomes. So instead of trying to predict blockbuster scientific breakthroughs, we think it’s more important to focus on innovative companies with strong business fundamentals which displays potential to generate profitability gains over time and offer opportunities for long-term returns for investors.

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AB International Health Care Strategy

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AB Investment Solutions

Investing for the Future

Investment involves risks. Past performance is no guarantee of future results. This website has not been reviewed by the Securities and Futures Commission. The issuer of this website is AllianceBernstein Hong Kong Limited.