Eastspring Asset Management (Thailand) Company Limited has launched the Eastspring Global Healthcare Fund, or ES-HEALTHCARE, to capture long-term investment opportunities in the healthcare sector amid a rotation of capital flows from technology and AI stocks toward more stable and growth-potential sectors. The fund focuses on investing in the healthcare industry through the master fund, Janus Henderson Global Life Sciences Fund. Meanwhile, the US 10-Year Bond Yield remains elevated at approximately 4.64%, up from around 4.00% in late February 2026. The market expects earnings per share for the S&P 500 Healthcare sector to grow 21.30% in 2027, higher than the projected 11.94% growth in earnings per share for the S&P 500 index in the same year. Supporting factors for the healthcare sector include three key aspects: defensive, need, and growth. Additionally, the BofA Global Fund Manager Survey for July 2026 found that healthcare is the industry sector where fund managers have increased their allocation the most, reflecting institutional capital rotation rather than just a short-term technical rebound.
Janus Henderson Group PLCEastspring's new fund invests in Janus Henderson's Global Life Sciences Fund, increasing demand for its products.
