Why choose this series:

Healthcare is often heralded as a defensive haven during economic downturns, and known for the complex dynamics between government policy, pricing structures and innovation. Healthcare Corner breaks down the inner workings of the sector, so readers can take advantage of its defensive nature, while also strategically positioning for growth when economic expansion begins.

This series covers both the private and public segments of the healthcare sector, with a sub-sector focus on biotech and medtech. In particular, this series examines the dynamics that complicate the investment outlook for the industry and companies. How does an aging population impact medical needs? Are current prices sustainable over the long term? In what ways does access to capital affect the development of a new diagnostic technology? These questions vary from country to country, based on government policies, public finance, social cultures, and more.

Whether you are a serious investor interested in biotech and medtech as a defensive play with growth potential, or an industry stakeholder looking for a nuanced understanding of the competitive landscape, this series will have something for you.

What you will learn as a reader:

• Domain-specific, actionable insights from ex-Amundi senior portfolio manager on the healthcare market, with an emphasis on biotech and medtech.

• Sub-sector allocation and stock-picking approach driven by 20+ years of experience spanning buy side and sell side.

• How to analyze key demographic trends, regulatory development and fiscal policies, and their impact on biopharma and medtech industries.

• The differences between US and European healthcare markets, and their implications from an investment perspective.

What you will get from this series:

• Monthly Deep Dive (basic, premium) – Flagship deep-dive research that discusses current market fundamentals and emerging trends.

• What Changed This Week (basic, premium) – Weekly commentary that highlights important developments.

• Monthly Q&A (premium only) – Subscribers can submit any questions, and the author will share his views on these. The Q&A will be available to subscribers so that you can also see questions raised by others.

• What Séverine is Reading (premium only) – A fortnightly list of articles and reports that the author has been reading, so subscribers can understand the viewpoints better.