News & Insights

Why we’re overweight healthcare

October 31, 2025

Time to Read: 3:08 mins

In this video, BNY Investments Newton global income portfolio manager, Jon Bell discusses some of the reasons for overweighting healthcare despite the sector’s recent challenges.

Key points:

Demographics are driving rising healthcare spending and innovation remains crucial for managing costs and improving outcomes.
The BNY Mellon Global Equity Income strategy is at its highest-ever healthcare overweight, focusing on medical devices, equipment, hospitals and insurers.
As Covid claims decline, insurers have been able to raise prices to achieve margin gains.

2753750 Exp: 26 January 2026

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