The healthcare sector is undergoing a major shift, from the rise of GLP-1 obesity drugs to increasing pressure on global health systems. Bellevue Healthcare Trust’s Paul Major explores how innovation, efficiency, and investment trends are shaping the future.
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The healthcare sector is undergoing a major shift, from the rise of GLP-1 obesity drugs to increasing pressure on global health systems. Bellevue Healthcare Trust’s Paul Major explores how innovation, efficiency, and investment trends are shaping the future.
The Resilient Investor - Interest rates, semiconductors, and seeking out the next Amazon
The Resilient Investor
30 minutes
2 years ago
The Resilient Investor - Interest rates, semiconductors, and seeking out the next Amazon
In this latest episode of The Resilient Investor, David Stevenson and Sam Ridley unpack a veritable smorgasbord of topics. On the macroeconomic side, Sam questions the path of interest rates and what that means for investors while David delves into the semiconductor market, which could well be on the cusp of a cyclical boom. The pair also discuss e-commerce companies around the world, and whether it is possible to identify the next Amazon.
The Resilient Investor
The healthcare sector is undergoing a major shift, from the rise of GLP-1 obesity drugs to increasing pressure on global health systems. Bellevue Healthcare Trust’s Paul Major explores how innovation, efficiency, and investment trends are shaping the future.
