It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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Why Invest in Healthcare? Paul Major makes the case for investing in the healthcare sector | Ep.111
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
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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
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Minder om The Armchair Trader Podcast
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
The Tai Lopez podcast brings you the best business education straight from the world's top entrepreneurs. I will also review the best books in health, wealth, love and happiness that will help you achieve your maximum potential and live the best life possible.
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Evan Davis hosts the business conversation show with insights from the people at the top.
…
continue reading
The traditional enterprise go-to-market motion is undergoing a transformational shift. B2B buyers are more sophisticated than ever, and operational efficiency is a key focus for every organization. One key function possesses a unique opportunity to shape the future of revenue generation: enablement. On this podcast, we’re bringing you the secrets, strategies, and tactics that successful enablement leaders are using to drive meaningful impact. The Enablement Edge is the go-to resource for sal ...
…
continue reading
The Moneycontrol Podcast is your daily source of business news, investment analysis and advice on stocks and the markets. Tune in to broaden your horizons with podcasts by journalists, experts and analysts giving you a head-start in the investment game.
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
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