Money and Me: REIT Fatigue & Pharma Shock - What’s Spooking Investors?
Your Money with Michelle Martin · MONEY FM 89.3
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Show Notes
From weak demand for REIT fundraising to a sharp selloff in one of Europe’s biggest companies, markets are sending mixed signals, hosted by Michelle Martin with Willie Keng, Founder, Dividend Titan. (https://www.dividendtitan.com)
Lendlease REIT’s preferential offering saw a tepid response, raising concerns about investor appetite for yield plays in a higher-rate world.
At the same time, Novo Nordisk - once a market darling - has plunged sharply, wiping out billions in value.
We unpack whether this is a valuation reset, competitive pressure, or a deeper shift in the obesity drug narrative.
What does this mean for income investors relying on REITs and growth investors chasing healthcare innovation?
Plus; Michelle and Willie discuss how if the AI craze is leading us to overlook skills important to build to flourish.
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