Redefining Active Investing

Weighing Up the Impact of GLP-1's


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The rise of GLP-1 agonists, a class of medications used in the treatment of diabetes and obesity, has been a hotly debated topic amongst the medical and investment fraternities. In this episode, Andrew Dale discusses the potential risks and opportunities these medications pose to the health care sector and shares his thoughts on the implications for one high quality Australian company.

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Redefining Active InvestingBy ECP Asset Management