Select website
Americas
Asia Pacific
Europe
Middle East
Pictet Group
©2025, Pictet Group
©2025, Pictet Group
Investing in health through private markets amid global shifts
Alternatives · 31 Oct 2025
0 min read
Following a roundtable discussion with healthcare investors and entrepreneurs in Milan, we share in a brief note some insights on investing in healthcare private equity today.
Executive summary
Healthcare investments have historically proved resilient, a tendency we expect to be sustained by ongoing secular tailwinds – from the needs of an ageing global population to the faster pace of innovation in therapies and technologies. Yet healthcare has also become a more politically contentious topic in recent years. In this summary of some of the insights discussed at our event, we touch on some of these more specific aspects of investing in healthcare today.
Key takeaways
Three things to know
-
1Artificial intelligence (AI) has the potential to accelerate progress in some areas of the healthcare industry, but investors should understand its limitations too.
-
2The industry is adapting to changes in the US policies and regulations affecting healthcare, while China is becoming more innovative.
-
3Diversification across healthcare players and geographies may help maintain potential upside exposure while managing risks.