A confluence of factors including strong fundamentals, supportive valuations and the current macro-economic environment are likely to benefit the healthcare sector, particularly high quality large-cap healthcare stocks.

James Douglas, manager of the Polar Capital Healthcare Blue Chip Fund, explains why he believes this is creating opportunities for investors when considered against a challenging backdrop of inflationary pressures and weak consumer confidence.

He also examines three accelerating themes within healthcare that could drive strong short and medium-term performance, as well as having a long-lasting impact on how the sector itself operates and how healthcare is delivered.