Investors are facing a challenging landscape for growth as global economies face headwinds from inflation and heightened geopolitical risk, to continued emerging Covid-19 variants. The uncertainty of this economic environment raises an important question: can companies that outperformed through the pandemic once again demonstrate their long-term value? Many investors are looking to the healthcare sector for answers.
The inaugural Edelman Trust Barometer Special Report: Healthcare Institutional Investors finds that while the pandemic accelerated an increase in healthcare allocation, the sector is seen as likely to continue generating returns. While healthcare as a sector has traditionally been viewed as a strategic investment in a down economy, it is clear that healthcare companies are being held to high expectations in order to earn and retain investor trust.
increased their healthcare allocation
must trust a healthcare company’s CEO before making or recommending an investment
say vision and leadership are most important to building their trust in a healthcare company, second only to financial performance
will not invest in a company without sufficient ESG mandates
believe healthcare companies have historically communicated poorly with investors
The survey was fielded between November 17 and December 6, 2021