Conclusion
The demand for telehealth, innovative AI technologies and medical devices is accelerating after the global public health crisis4. This rising demand is also driven by structural trends such as an increasingly ageing population in many major economies. Governments are also increasingly adopting innovative technologies to improve healthcare efficiencies and quality. Innovating medtech companies are thus presenting investors with exposure to long-term growth opportunities1 in the industry.
This content represents our investment team’s current view and overall strategy provided for information only based on current market conditions not taking into consideration any specific investor’s investment objective and risk appetite. Not to be construed as investment recommendation or advice.
Diversification does not guarantee investment return and does not eliminate the risk of loss.
1. For illustrative purposes only based on current market conditions, subject to change from time to time. Not all investments are suitable for all investors. Exact allocation of portfolio depends on each individual’s circumstance and market conditions.
2. Source: “HKSH Launches Telemedicine Service for Family Medicine and COVID-19 Screening Tests”, HKSH Medical Group, 06.04.2020.
3. Source: “Pulse of the industry: medical technology report 2020”, Ernst and Young, Fall 2020. Provided for information only to illustrate macro trends not to be construed as offer, research or investment advice.
4. Source: “Telehealth: A quarter-trillion-dollar post COVID-19 reality?”, McKinsey & Company, 09.07.2021.
5. Source: “Hong Kong Smart City Blueprint 2.0”, Innovation and Technology Bureau, Hong Kong, December 2020.
6. Source: “National Steps Challenge & the Healthy 365 app”, Smart Nation Singapore, updated as of 30.08.2021.
7. Source: J.P. Morgan Asset Management, as of end-July 2021. The opinions and views expressed here are those held by the author as at the date of this document, which are subject to change and are not to be taken as or construed as investment advice. Provided for information only to illustrate macro trends not to be construed as offer, research or investment advice. Forecasts or estimates are indicative, may or may not come to pass. The manager seeks to integrate environmental, social and governance (“ESG”) factors in the investment process. ESG integration is the systematic integration of material ESG factors in company/issuer selection through research and risk management. It involves proprietary research on financial materiality of the ESG factors in relation to the relevant company/issuer and discretion to invest regardless of whether the company/issuer may be positively or negatively impacted by the ESG factors.Integration of ESG factors in the Fund’s investment process does not imply the Fund incorporates ESG factors as its key investment focus. The Fund is not authorised as an ESG fund by the Securities and Futures Commission, nor is it being marketed as an ESG fund.
8. Source: J.P. Morgan Asset Management, as of end-July 2021.
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