Janus Henderson argues that healthcare has been overlooked during the AI-driven rally, creating attractive opportunities across biotechnology, pharmaceuticals, managed care and medical technology.
- The report argues that healthcare's recent underperformance reflects market concentration around AI rather than deteriorating fundamentals, with innovation continuing across biopharma and medical technology.
- Janus Henderson highlights biotechnology, large pharmaceutical companies and managed care insurers as particularly attractive, supported by strong clinical pipelines, rising M&A activity and improving earnings visibility.
- The firm also believes medtech and life science tools now trade at unusually attractive valuations after a sharp correction, creating opportunities for long-term investors as demographic trends and medical innovation remain intact.
Read the full outlook for Janus Henderson's view on healthcare opportunities in the second half of 2026.
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