The managers of the Trecento Santé fund, Alice Lhabouz and Christophe Pouchoy, explain in AF2i’s quarterly letter why the healthcare sector is an attractive stock market theme.
“These catalysts enable the health sector to grow by 5% to 6% a year on average, when global economic growth is barely exceeding 3.5%.” In the short and medium term, other catalysts strengthen the attractive profile sector and generate significant investment opportunities (…) “
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