Episode
House View Daily | Why the rotation into health care may have room to run
- Podcast
- UBS On-Air: House View
- Published
- Jun 30, 2026
- Duration seconds
- 494
- Processing state
not_requested- Canonical source
- https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House View Daily_ 30 June 2026.mp3
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Summary
Investors have shifted some capital back into health care amid tech sector volatility, seeking both stability and growth. Recent policy changes around GLP-1s and breakthrough therapies are fueling new optimism for the sector’s outlook in the coming months.