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
Content provided by Investing, Markets and Money and The Armchair Trader. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investing, Markets and Money and The Armchair Trader or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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
Content provided by Investing, Markets and Money and The Armchair Trader. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Investing, Markets and Money and The Armchair Trader or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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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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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continue reading
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continue reading
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