Omicron: Key considerations for investors & the investment case for two global healthcare stocks

Good Value | Pragmatic Value Investing
13/12/2021 32 min Episodio 15
Omicron: Key considerations for investors & the investment case for two global healthcare stocks

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Episode Synopsis

Just as the global economic reopening seemed to be hitting its reopening stride, Omicron has emerged. In this episode, Antipodes' healthcare sector head, Dr Nick Cameron, shares his expert insights on the new variant. He also discusses the investment case for Antipodes' key healthcare holdings, Sanofi (EPA: SAN) and Walgreens (NASDAQ: WBA).

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