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U.S. Equities Research Spotlight Andrew Mok, CFA U.S. Health Care Facilities & Managed Care Andrew Mok assesses the five structuralshiftshe sees in healthcare supply and demand.Continue reading for his analysis, and subscribe to stay up to date on his research. 5 structuralshiftsin health care supplyand demand: 1.Favorable demographics:aging baby boomers, immigration, and rebounding1.mortality underpin strong demographic demand.2.Historically low uninsurance:the pandemic prompted tens of millions of2.Americans to gain or maintain health coverage.3.Mostefficientcare delivery:health systems have steadily increased the number of3.outpatient assets, making care more accessible and convenient.4.Strong gains in labor supply:strong job gains across health care over the last two4.years have allowed providers to absorb higher demand.5.Changes in provider behavior:responses to the two-midnight rule and better5.Medicaid reimbursement have contributed to higher volumes and costs. Meet the Analyst Andrew Mok, CFA leads coverage of the US Health CareFacilities & Managed Care industry at Barclays. Hegraduated from the University of Notre Dame and is a CFAcharterholder. Barclays Research Marketing If you have any questions, please reach out to your Barclays Sales Representative or to the <ahref="mailto:barclaysresearchmarketing2@barclays.com?subject=Question%20from%20marketing%20email">Barclays Research and Data Marketing</a>team. Caitlin Clements+44 (0) 207 116 1359Barclays, UK Amy Mignosi+ 1 646 8476395BCI, US Ronald P Lofrese+1 212 526 8405BCI, US Emilie Uzan+44 (0) 207 116 2270Barclays, UK If you have forgotten your Barclays Live password, click here to reset it. If you need assistance loggingin, email barclayslivehelp@barclays.com or contact the Help Desk:Americas:+1 866 213 2203 or +1212 412 1993 |EMEA:+44 (0) 800 917 1691 or +44 (0) 20 7773 2522 |Japan:+81 (0) 3 4530 1430 |Singapore:+65 6308 6994 Barclays Capital Inc. and/or one of itsaffiliatesdoes and seeks to do business with companies coveredin its research reports. As a result, investors should be aware that the firm may have a conflict ofinterest that couldaffectthe objectivity of this report. Investors should consider this report as only asingle factor in making their investment decision. For analyst certifications and important disclosures including, where applicable, foreignaffiliatedisclosures, and the date and time when the production of each recommendation was completed andfirst disseminated, please refer to the full document(s) attached or included by hyperlink in this email. Important Disclaimer and other information