Compared to other sectors, demand for healthcare is resilient and less impacted by economic swings. Historically, the sector has been the strongest performer in late cycle and recessionary periods, suggesting this may be an area investors should look into amid uncertainty over the broader macroeconomic outlook.

There is an undersupply of quality care homes in the UK. At the same time, an ageing population is placing greater demands on the UK’s increasingly outdated care home stock.