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UBS On-Air: Market Moves

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

13 Mar 2024

Description

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

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