Healthcare enters 2026 with a fundamentally different opportunity set than existed just three years ago. Valuations sit near 30-year lows relative to the broader market, the investor landscape has narrowed as generalist capital retreats, and the market has shifted toward rewarding operating performance over narrative. Together, these conditions create an environment where growth equity strategies, built around selectivity, discipline and partnership with de-risked businesses, are structurally aligned with where value is being created.
Read the full article: J.P. Morgan Asset Management: Healthcare Growth Equity in 2026 //
Source: https://cdn.jpmorganfunds.com/content/dam/jpm-am-aem/global/en/insights/portfolio-insights/healthcare-growth-equity-in-2026.pdf