Why the leaders of any tech revolution do not always end up the winners – No one can dictate outcomes and adaptability will be key
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“Value Creators and Price Takers” - Investing in Healthcare Today (4:42)
Why we don't bet on blockbuster drug approvals - focusing instead on durable companies that are helping to manage costs across the healthcare system
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Demographic tailwinds benefitting Healthcare Services, a focus on electrification and energy efficiency among Industrials
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