healthcare
reshaping services
A New Era of Virtualization and Personalization
Cutting-edge innovations in therapeutics and medicines such as gene editing and mRNA vaccines are revolutionizing medical treatments and pharmaceuticals. However, healthcare services – namely, the delivery and administration of care – remains a segment of the economy with the lowest degree of technology utilization. Advances are being made to cater to a new generation of tech-savvy consumers who no longer accept the archaic medical systems of the past. This is leading to a major shift in how healthcare is delivered globally.
Future State of Healthcare
Virtualization
Personalization
Segmentation
New telehealth platforms are now able to give patients access to urgent care or mental health advice services from the comfort of their homes. At its peak in April 2020, telemedicine was responsible for roughly 40% of all ambulatory visits in Australia and the US – and 77% in Canada. While this usage has come down off its peak, it is likely to remain far above pre-pandemic levels.
Peak Share of Doctor Visits by Telemedicine
Source: Mehrotra A, Bhatia RS, Snoswell CL, “Paying for Telemedicine After the Pandemic,” JAMA, 325(5):431–432, 2021. Note: Canada figures represent Ontario.
40%
77%
Australia & US
Canada
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Three key themes are emerging for the healthcare system of the future: virtualization, personalization and segmentation.”
INVESTMENT IMPLICATIONS SUMMARY
financial
services
Traditional financial services firms are ripe for disruption. The future will no doubt be weightless, led by the evolving ecosystem of neobanks and payment platforms.
TRANSPORTATION & LOGISTICS
Many logistics firms are at the cusp of disruption with opportunities for optimization and efficiency. In transportation, early-stage innovations like autonomous vehicles can be a major part of the future.
Reshaping servIces
The impending wave of technology-driven disruption in the services sector will offer long-term, active investors ample opportunity across a host of industries.
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Virtualization
Personalization
Segmentation
New wearables and advances in genetic sequencing have led to the creation of a much more personalized kind of medical care. Tech-enabled watches and rings track heart rate and sleep patterns, providing patients and doctors with a broader perspective on well-being. Furthermore, advances in low-cost genetic sequencing are empowering patients and their doctors to make more personalized decisions.
Given the inherently localized nature of the industry, there is no real possibility of a winner-take-all, global market for healthcare. Successful healthcare innovators are instead finding relevant niches to disrupt. Increasingly, firms are focusing on transforming a narrow segment of the healthcare market, often with great success. They are adept at creating individualized journeys for people.
Personalization
Segmentation
Virtualization
healthcare
Advances in medical systems are being made to cater to a new generation of tech-savvy consumers leading to a major shift in how healthcare is delivered globally.
Public Equity
Public and Private Debt
Real Estate and Infrastructure
Venture Capital
Private Equity
Emerging markets offer new opportunities and risks for biotech and pharmaceuticals
Investing in small-cap US biotech firms requires an active approach
Care outside of the doctor’s office, from an app
Specialized healthcare platforms
Medical devices as a service offer stable cash flows for debt investors
Lab testing and diagnostics offer steady cash flows for debt investors
Senior housing remains attractive for real estate investors
Public Equity
Public and Private Debt
Real Estate and Infrastructure
Venture Capital
Private Equity
Virtualization, personalization and segmentation of healthcare are creating new opportunities for investors. Download the full white paper to learn more about the investment implications in the healthcare sector.
financial
services
Reshaping servIces
TRANSPORTATION & LOGISTICS
Public Equity
Public and Private Debt
Real Estate and Infrastructure
Venture Capital
Private Equity
TRANSPORTATION & LOGISTICS
Many logistics firms are at the cusp of disruption with opportunities for optimization and efficiency. In transportation, early-stage innovations like autonomous vehicles can be a major part of the future.
financial services
Traditional financial services firms are ripe for disruption. The future will no doubt be weightless, led by the evolving ecosystem of neobanks and payment platforms.
Reshaping servIces
The impending wave of technology-driven disruption in the services sector will offer long-term, active investors ample opportunity across a host of industries.
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Virtualization
Virtualization
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Personalization
[ CLOSE ]
Segmentation
[ CLOSE ]
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*Mehrotra A, Bhatia RS, Snoswell CL, “Paying for Telemedicine After the Pandemic,” JAMA, 325(5):431–432, 2021. Note: Canada figures represent Ontario.
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