EPISODE · Jun 9, 2026
House View Daily | Health care offers more than a defensive role in portfolios
Health care has traditionally been viewed as a defensive sector, but investors should not ignore the innovative growth opportunities it offers. Supported by technological advances and a structural shift in demographics, we favor global health care and hold a positive outlook on the Longevity theme.
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House View Daily | Health care offers more than a defensive role in portfolios
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