Global health care trends under the microscope in 2023 – Alex Gold
JAN 26
Description Community

Portfolio manager Alex Gold is on the program today to discuss Fidelity Global Health Care Fund, what themes he’s focused on for 2023 and how he’s positioning the fund this year. Alex says healthcare stocks have shown resilience in 2022 and he expects this trend to continue. He says he’s focusing on good quality businesses in the fund and is currently overweight in science tools and medical devices. He explains the fund is a good mix of defensiveness with companies like big pharma and health insurance industries. Other topics touched upon include supply chain issues, inflation, and what sub-sectors could benefit from the industry’s ongoing challenges.

Recorded on January 20, 2023.

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