Episode
House View Daily | Health care offers more than a defensive role in portfolios
- Podcast
- UBS On-Air: House View
- Published
- Jun 9, 2026
- Processing state
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- https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House_View_Daily__9_June_2026.mp3
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Summary
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.