Searching for Healthy Growth - Investing in Healthcare Innovation

Healthcare was a popular investing theme last year, and after being somewhat overlooked in 2023, the sector is now showing signs of revival. With attractive qualities such as robust growth, inelastic demand and low sensitivity to the economic cycle, the sector has historically generated strong risk adjusted returns. After a period being weighed down by weak earnings driven by a decreasing demand for vaccines, therapeutics, tests and vaccine manufacturing equipment, emerging healthcare trends are once again returning this sector to investor radars. Listen now On a new TDAM Talks podcast, Ingrid Macintosh, VP Wealth, Head of Global Sales Enablement, Marketing and Digital Strategy, TD Asset Management Inc. (TDAM), welcomes special guest Tarik Aeta, Vice President, TDAM, to discuss trending topics in healthcare and provide insights into sector opportunities. Highlights include: Panoramic view of past, current and emerging healthcare trends (1:29) Outlook for the sector as obesity drugs gain popularity (3:46) What are the greatest barriers to growth in healthcare? (5:00) Investment segments within the sector (7:40) Role of artificial intelligence in healthcare (13:40) What's driving growth in healthcare? (16:45) Don't forget to check out the most recent WAAC Perspectives. You can visit the TDAM Insights page for our latest market commentary. For more TDAM Talks podcasts, please visit the TDAM Talks page and send us an email at [email protected] to provide feedback or recommend future topics. Also, remember to follow TD Asset Management on social media (LinkedIn) for the latest insights. If you have any questions about what you've heard or would like to discuss any of these topics further, please contact your investment professional.

TDAM Talks · Ingrid Macintosh, Tarik Aeta, TD Asset Management