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RWC Partners Strategy Update - Emerging Healthcare

December 18, 2019

Emerging Healthcare

Healthcare is of fundamental importance for the economic development of emerging and frontier markets. Since its inception in 1948, the World Health Organisation has been working with governments and regulators to improve the quality and efficiency of healthcare services worldwide. But there remains a great imbalance in expenditure both in absolute and relative terms.

In their Q3 2019 Strategy Update, the RWC Emerging & Frontier Markets team examine the drivers of global healthcare expenditure and development, before exploring investment opportunities within this theme.

> View the Strategy Update - Emerging Healthcare (pdf)

Underlying Fund Portfolio Management team

John Malloy and James Johnstone co-manage the RWC Emerging and Frontier markets team that is composed of 17 analysts, economists and strategists based in Miami, London and Singapore.

Investing in Emerging and Frontier markets

Emerging and frontier markets represent the fastest growing countries in the world. The RWC team believes the continued growth in these markets creates opportunities across a range of industries. The highly experienced and dedicated team takes an index-agnostic, opportunistic approach which allows it to explore investment opportunities that are often off the beaten track.

This is general information only and is not intended to provide advice to any particular investor, nor take into account an individual’s investment objectives, circumstances or needs. The value of an investment can rise and fall and past performance is not indicative of future performance. Decisions to acquire or continue to hold units in the funds should only be made after considering the information contained in a current Product Disclosure Statement (PDS). Applications to invest will only be accepted if made on an application form available by request. The Responsible Entity of the CC RWC Global Emerging Markets Fund ARSN 630 341 249 is Channel Investment Management Limited ACN 163 234 240 AFSL 439007.

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