Life Changing Treatments

Die Redwheel-Strategie ‚Lebensverändernde Behandlungen‘ wird in erster Linie in Unternehmen investieren, die bessere Ergebnisse für Patienten im Gesundheitswesen erzielen können, wobei der Schwerpunkt auf lebensverändernden Medikamenten, der Stärkung des Gesundheitssystems und lebensverändernder Pflege liegt.

Warum Gesundheitswesen?

Das Gesundheitswesen ist ein großer und wachsender Markt. Die weltweiten Ausgaben für das Gesundheitswesen beliefen sich im Jahr 2020 auf über 9 Billionen US-Dollar, was 11 % des weltweiten BIP entspricht. Dies zeigt, dass dieser Sektor für Unternehmen und Investoren äußerst attraktiv sein kann.

Das Team stellt sich vor

Peter Hughes

Peter kam im Juli 2023 als Partner und Portfoliomanager zu Redwheel.

Ingrid Gafanhao

Ingrid kam im September 2023 als Healthcare Analystin zum Global Sustainable Healthcare Investment Team bei Redwheel.

Michael Woodthorpe

Michael verstärkte das Team für nachhaltige Gesundheitsversorgung September 2024 als Junior Analyst.

Tech making you queasy? Healthcare could be the cure

Health care earnings forecasts are almost on a par with tech, yet the sector trades at a compelling discount. New research from Redwheel’s Life Changing Treatments team reveals that health care offers tech-like earnings growth potential yet trades at a historic 50% valuation discount as a more favourable political backdrop and robust innovation continues to drive the sector forward.

Beyond the 'Not so magnificent 17'

The latest insight from the Redwheel Life Changing Treatments team, reveals how the "Not so magnificent 17" have dragged down the index this year. Conversely, smaller, patient-centric innovators are demonstrating remarkable resilience and growth.

Health care: A once-in-a-decade valuation opportunity?

Healthcare valuations are at their lowest since the financial crisis, yet fundamentals are solid. Can we expect a rerating?

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