cover of episode Top of the Morning: US Healthcare - 2025 outlook & themes

Top of the Morning: US Healthcare - 2025 outlook & themes

2024/12/11
logo of podcast UBS On-Air: Market Moves

UBS On-Air: Market Moves

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Shownotes Transcript

Our series of year-ahead conversations continue with a look at performance expectations and themes in focus for the US healthcare sector in 2025. We also spend time reviewing sub-sector preferences, along with reflect on sector performance over the past year. Featured is Eric Potoker, Healthcare Analyst Americas, UBS Chief Investment Office. Host: Daniel Cassidy