Summary

• Investors are questioning the staying power of medical technology (medtech) stocks, which have fallen from grace since the COVID-19 pandemic.
• The starting point is to distinguish between medtech and other healthcare industries. Medtech makes up 17% of the broader MSCI World Healthcare Index, which is dominated by pharmaceutical companies.
• Today’s market conditions, viewed in historical perspective, are especially appealing for medtech stocks.

By Vinay Thapar, CFA and Jane Bleeg

How can medical technology companies diversify an equity allocation to healthcare?

Investors are questioning the staying power of medical technology (medtech) stocks, which have fallen from grace since the COVID-19

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