cover of episode Top of the Morning: US Healthcare - Sector update and outlook

Top of the Morning: US Healthcare - Sector update and outlook

2024/3/13
logo of podcast UBS On-Air: Market Moves

UBS On-Air: Market Moves

Shownotes Transcript

Following the upgrade of the US Healthcare sector to most preferred, Eric Potoker explains the allocation shift and sub-sector views within the broader group. We also spend time discussing healthcare-related investment themes, along with the investment risks to be mindful of. Featured is Eric Potoker, Healthcare Sector Strategist Americas, UBS Chief Investment Office. Host: Daniel Cassidy