5 reasons for strong healthcare year in 2026

16.12.2025 10:21 - Bellevue Asset Management AG

5 reasons for strong healthcare year in 2026

The healthcare sector is entering the new year with a strong wind at its back. Visibility surrounding government healthcare policies has improved and investors are allocating more assets to the sector. Expectations of future healthcare earnings are rising, flanked by an extensive innovation pipeline and the emergence of new market segments, and yet healthcare stocks still trade at a discount to the world market. A re-rating is under way and gaining momentum. At today’s levels, there are still attractive entry points for building up exposure to healthcare sector.

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