We examine investment themes we think are supportive of the sector’s long-term growth prospects regardless of the policy environment.

• The political equation as it applies to the Health Care sector looks to be unusually benign this cycle.
• COVID-19 has focused investors on the importance the sector plays in keeping the economy growing and productive.
• Long-term themes of ageing demographics, the need to get value for health care spending, and the convergence of health care and technology offer many opportunities for sector growth, in our opinion.

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