We expect GLP-1s will be an important theme now and in the years to come, so we’ve gathered up both the Stock and Credit analysts for a number of sectors including Pharmaceuticals, Med Tech, Food, Beverages, Healthcare, Insurance, Retail etc. to get an overview of the broad impact.
Speakers:
Thomas Salopek, Head of Global Cross Asset Strategy
Chris Schott, Pharmaceuticals Analyst
Robbie Marcus, Medical Supplies & Devices Analyst
Andrea Teixeira, Beverage, Household & Personal Care Products Analyst
Ken Goldman, Food Producers & Retailers Analyst
Brett Gibson, US Credit Analyst: Healthcare and Insurance
Carla Casella, US Credit Analyst: Food, Beverages, Tobacco, Consumer products, Retail
This podcast was recorded on Nov 01, 2023.
This communication is provided for information purposes only. Institutional clients can view the related reports at https://www.jpmm.com/research/content/GPS-4537812-0, https://www.jpmm.com/research/content/GPS-4532586-0, for more information; please visit www.jpmm.com/research/disclosures for important disclosures. © 2023 JPMorgan Chase & Co. All rights reserved.
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