Episode
Signal over Noise: Playing offense and defense through healthcare
- Podcast
- UBS On-Air: Market Moves
- Published
- Jun 7, 2026
- Duration seconds
- 337
- Processing state
not_requested
Actions
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Summary
Health care has not seen the same stock market traction as AI and power and resources over the past year, but continues to serve as a key ingredient to a diversified portfolio and a source of stability. This episode explores how the sector is not just a defensive play, with the pharma industry moving toward innovation-driven growth led by GLP-1 drugs. At the same time, advances in artificial intelligence and genomics are transforming how drugs are discovered, while an aging global population provides a powerful structural tailwind for demand.