Medtech & Services: Innovation offers protection from political instability

08.05.2025 16:35 - Bellevue Asset Management AG

Medtech & Services: Innovation offers protection from political instability

Increasing surgical procedure volumes, robust product cycles and promising innovations will propel the medtech & services sector forward in 2025 – despite the geopolitical rumblings and new tariff-related risks. Why structural trends will still set the course for medtech, much more so than short-lived headlines. An update from Marcel Fritsch and Stefan Blum, Portfolio Managers of the Bellevue Medtech & Services Fund.

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