AI Opens The Door to This Active Healthcare ETF

Core Insights - The healthcare industry is experiencing potential disruption from artificial intelligence (AI) technology, presenting investment opportunities for the Fidelity Disruptive Medicine ETF (FMED) [1] Investment Focus - FMED targets companies that are positioned to disrupt the healthcare sector with innovative solutions, including Boston Scientific Corp, Alynlam Pharma, and Argenx, which may not be as recognizable as larger firms like Eli Lilly or UnitedHealth [2] - The ETF is actively managed, allowing portfolio managers to adjust holdings based on market conditions, with exposure to areas such as robotic surgery, gene therapy, genomics, rare diseases, medical devices, immunotherapy, and technology-based healthcare platforms [3] AI Integration in Healthcare - FMED includes companies utilizing AI to provide innovative healthcare solutions, with rising capital investment in the sector supporting the investment case for such funds [4] - A report from the World Economic Forum highlights ongoing challenges in healthcare, noting that 4.5 billion people lack access to essential services and forecasting a shortage of 11 million healthcare workers by 2030, creating opportunities for AI-driven delivery services [5] - AI digital health solutions are expected to enhance efficiency, reduce costs, and improve health outcomes globally, emphasizing the need for further investment in AI [6]