# House View Daily | Why the rotation into health care may have room to run

Page: https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-why-the-rotation-into-health-care-may-have-room-to-run
Text version: https://stenobird.com/podcast/ubs-on-air-house-view-2992249/house-view-daily-why-the-rotation-into-health-care-may-have-room-to-run.md
Podcast: [UBS On-Air: House View](https://stenobird.com/podcast/ubs-on-air-house-view-2992249)
Published: 2026-06-30T09:22:00+00:00
Episode link: https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House%20View%20Daily_%2030%20June%202026.mp3
Audio file: https://www.ubs.com/content/dam/podcasts/wma/on-air/in-the-now/House%20View%20Daily_%2030%20June%202026.mp3
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JSON: https://stenobird.com/v1/public/podcasts/ubs-on-air-house-view-2992249/episodes/house-view-daily-why-the-rotation-into-health-care-may-have-room-to-run
Duration seconds: 494

## Resource

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.

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## Transcript

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