17 Jan 2024
3m

Three Investment Themes for 2024 and Beyond

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Thoughts on the Market

This podcast episode analyzes longevity as a prominent investment theme in 2023, encompassing innovations and advancements in healthcare exemplified by GLP-1 drugs and Smart Chemo. The episode explores the ripple effects of longevity in the investment world, impacting sectors such as healthcare companies, consumer companies, and asset managers.

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