House View Daily | Health care offers more than a defensive role in portfolios
From UBS On-Air: In the Now by Client Strategy Office
June 9, 2026
About this episode
The episode discusses the innovative growth opportunities in the health care sector beyond its traditional defensive role in investment 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.
Topics covered
- health care
- investment
- growth opportunities
- demographics
- technological advances
Keywords
- health care
- investment
- Longevity theme
- demographics
- technological advances
Mentioned in this episode
Organizations: Health care, Longevity
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