The outlook for global healthcare with Dr Jimmy Muchechetere CFA, Investec Wealth & Investment

Published on 21 July 2021

In this interview Jimmy Muchechetere, healthcare equity analyst at Investec, discusses the long-term outlook for global healthcare stocks. He discusses the specific healthcare subsectors he is excited about, the impact of the FDA’s approval of Biogen’s Alzheimer’s drug on the valuations of the biotech sector and how M&A might evolve. He also talks about his investment strategy for healthcare companies.

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