179. Why COVID has been a genuine catalyst for positive change in the healthcare industry

<p>James Douglas and Gareth Powell, co-managers of the <a href='https://www.fundcalibre.com/elite-funds/polar-capital-global-healthcare-trust'>Polar Capital Global Healthcare Investment Trust</a>, talk us through the improvements in the healthcare industry as a result of the COVID-19 pandemic. The pair also discuss how the sector has responded to rising inflation and its ability to make further gains in the future. They also evaluate the recent challenges faced by some of the COVID winners in the healthcare space and why the likes of Moderna can still make gains in the future. The pair also analyse the potential for M&amp;A activity to be the catalyst for a pick-up in undervalued small and mid-cap healthcare companies.<br/><br/></p>