Talking Heads - Opportunities in US healthcare stocks

Technological innovation and scientific progress are driving advances in healthcare, creating opportunities for discerning investors to identify and capitalise on emerging trends. Listen to this Talking Heads podcast with Jon Stephenson, Senior Portfolio Manager for the healthcare sector, and Daniel Morris, Chief Global Strategist. Jon talks about the opportunities he sees arising from healthcare innovation.

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00:00:00 – 00:01:10 market update
00:01:11 – 00:03:12 impact of rate cuts
00:03:13 – 00:07:34 healthcare innovation
00:07:35 – 00:10:29 stocks linked to obesity drugs
00:10:30 – 00:13:04 challenges
00:13:05 – 00:14:34 summary
00:14:35 – 00:14:56 important information