Global health care: An opportunity to invest in innovation

Investing in the global health care industry requires an in-depth understanding of various health care systems, including regulatory frameworks in various jurisdictions. It also requires a solid understanding of the clinical practice of medicine and scientific research. All of this must be integrated with knowledge of the industry as a whole. Of particular focus, the United States and China remain the engines of growth for the industry. As such, this report provides a high-level overview of both the American and Chinese health care systems, including the demographics, economics, and reforms associated with these markets. It then presents opportunities related to innovation currently underway in areas such as biopharmaceuticals, medical technologies, research tools and health care services. It also illustrates how the global health care sector has historically tended to outperform during broad market downturns. Finally, it illustrates how companies with strong business fundamentals and innovative product pipelines could offer attractive investment opportunities in the global health care space.