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Sector outperformance set to continue for a long time

Sector outperformance set to continue for a long time

Healthcare stocks have earned a reputation as safe investments, and it's a theme that could extend into this decade.

Bianca Ogden, of Platinum Asset Management.

Platinum Asset Management’s portfolio manager Bianca Ogden says investor perception towards biotech has changed appreciably in recent months. Louie Douvis

A glance at global markets over the past 50 years reveals most decades are dominated by one key investment theme.

Look back to the 1970s and gold was the major theme, while the 1980s was dominated by Japan’s Nikkei index, the 1990s by the Nasdaq and over the last decade it has been the FAANG stocks of Facebook, Apple, Amazon, Netflix and Google (now Alphabet).

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Mark EggletonContributorMark Eggleton writes and compiles special reports for The Australian Financial Review. Email Mark at meggleton@afr.com.au

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Original URL: https://www.afr.com/companies/healthcare-and-fitness/sector-outperformance-set-to-continue-for-a-long-time-20200709-p55ang