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Why Invest in Healthcare? Paul Major makes the case for investing in the healthcare sector | Ep.111

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Manage episode 419211807 series 2867238
Indhold leveret af Investing, Markets and Money and The Armchair Trader. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Investing, Markets and Money and The Armchair Trader eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
On the podcast with Stuart Fieldhouse for this episode we have Paul Major, Investment Manager of FTSE 250-listed, GBP700m Bellevue Healthcare Trust (LON:BBH). Stuart and Paul discuss the future of the healthcare sector in the UK, US and China, the use of Artificial Intelligence in healthcare, ESG and the expansion of private healthcare around the world. If you enjoy the podcast, make sure you subscribe to our channel to catch the latest episodes. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register 00:00 Intro to the Bellevue Healthcare Investment Trust 03:57 The trust's share buybacks and gearing 06:14 Upside of healthcare sector tech stocks 11:12 Tapping into the expansion of private healthcare 15:55 Why have healthcare companies been doing so well? 23:15 How important is government funding to profitability? 26:16 Healthcare in China and Asia 29:40 Use of AI in healthcare 37:00 The obesity epidemic 45:20 ESG factors in the healthcare sector
  continue reading

112 episoder

Artwork
iconDel
 
Manage episode 419211807 series 2867238
Indhold leveret af Investing, Markets and Money and The Armchair Trader. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Investing, Markets and Money and The Armchair Trader eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
On the podcast with Stuart Fieldhouse for this episode we have Paul Major, Investment Manager of FTSE 250-listed, GBP700m Bellevue Healthcare Trust (LON:BBH). Stuart and Paul discuss the future of the healthcare sector in the UK, US and China, the use of Artificial Intelligence in healthcare, ESG and the expansion of private healthcare around the world. If you enjoy the podcast, make sure you subscribe to our channel to catch the latest episodes. For more great investing ideas, news and insight, sign up to our FREE newsletter at www.thearmchairtrader.com/newsletter/ For stock tips and deeper company analysis get a free trial of Armchair Trader Plus+ at www.thearmchairtrader.com/register 00:00 Intro to the Bellevue Healthcare Investment Trust 03:57 The trust's share buybacks and gearing 06:14 Upside of healthcare sector tech stocks 11:12 Tapping into the expansion of private healthcare 15:55 Why have healthcare companies been doing so well? 23:15 How important is government funding to profitability? 26:16 Healthcare in China and Asia 29:40 Use of AI in healthcare 37:00 The obesity epidemic 45:20 ESG factors in the healthcare sector
  continue reading

112 episoder

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