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
