3 Rising Opportunities in the US

Hygiene, medical devices and the rise of 5G are areas investors should consider in the US stock market

Annalisa Esposito 28 September, 2020 | 12:41AM

Wall Street, New York

While the technology giants may get much of the attention, investment opportunities are plentiful in a broad market as broad as the US. These fund managers say there are three areas in particular that have seen a significant increase in demand (and spending), and may be worth a look:

Medical Devices Demand

Zehrid Osmani, manager of the five-star rated Martin Currie Global Portfolio Trust (MNP), has almost a third of his portfolio in the healthcare sector. Rather than large-cap pharma giants, however, Osmani likes medical technology businesses. “I don’t like pharma companies for their lack of growth, weak research and development productivity,” he says.

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

About Author

Annalisa Esposito  is a data journalist for Morningstar.co.uk

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