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Signal over Noise: Playing offense and defense through healthcare
Published 2 months, 2 weeks ago
Description
Health care has not seen the same stock market traction as AI and power and resources over the past year, but continues to serve as a key ingredient to a diversified portfolio and a source of stability. This episode explores how the sector is not just a defensive play, with the pharma industry moving toward innovation-driven growth led by GLP-1 drugs. At the same time, advances in artificial intelligence and genomics are transforming how drugs are discovered, while an aging global population provides a powerful structural tailwind for demand.