According to James Douglas, fund manager of Polar Capital Global Healthcare Trust PLC (LON:PCGH), global politics shouldn't affect market sentiment in his sector quite as much as it does.
"Things change, constantly," keen current affairs-watcher Douglas explains, "...but investors should be in this for the long game... and in any case, everything's priced in."
Douglas, together with his team reckon valuations for the drug and device makers and care providers remain attractive while the industry has strong fundamentals, news flow and corporate activity.