Among the disruptive and inclusive opportunities in healthcare, technology is being integrated throughout the largest and smallest ecosystems.
Data across populations provides effective tracking of situational information to ensure transparency to payors and identify the efficacy of treatments and side effects on a much larger scale. Precision diagnosis and wide-scale treatment distribution in acute care, on the smaller end, is bringing down costs and improving the quality of care. From accurate high-risk pregnancy identification to the ability to target specific cancer cells, significant improvements in diagnosis and care are revolutionary and accessible to more patients.
On the cellular level, clinical trial research has also been impacted by new technologies, particularly in artificial intelligence and visualization. It is now possible to observe and analyze intra-trial cellular changes that expedite analysis and shorten the timeline for approval.
Biotech has been at the forefront of innovation and is certainly feeling investors’ avoidance of risk. However, as appetite for risk returns, the expanding global healthcare opportunity set may be among the earliest beneficiaries.
Industrial and Technology
Supply constraints have fueled cost increases for durable goods, which are not usually one of the more volatile components of inflation. This pricing power translates to support for innovation in the Middle Market’s manufacturing, energy and construction sectors.
Among the innovative transitions, we have recently seen small buyout capital directed towards affordable residential solar, electric vehicle components, emission-reducing industrial technologies and eco-friendly recycling of technology hardware and batteries. Many of these companies are also driving sustainable change.
Additionally, we are at the beginning stages of improved logistics and the re-invigoration of global supply chains. These are among the most effective antidote to the supply-driven inflation pressures. Leveraging opportunities in logistics directly helps address the global backlog and acute demands in mobility, chemical manufacturing, food and raw material distribution.