Investors are questioning the staying power of medical technology (medtech) stocks, which have fallen from grace since the COVID-19 pandemic. Yet we think innovation continues to create exciting opportunities in companies that march to a different beat than the rest of the healthcare sector.
Healthcare stocks were rattled by US policy uncertainty in 2025. But signs of resilience have surfaced as the sector reaffirms its defensive strengths and growth potential, sparking a shift in investor sentiment.
AI is a potential boon to healthcare companies, but business fundamentals—not the latest science—are the true test of staying power.
