Investec Wealth & Investment (UK) is now part of Rathbones Group Plc. Find out what this means.
Michael Turner, Senior Investment Director, and Jimmy Muchechetere, Senior Equity Analyst, explore the healthcare sector with a specific focus on the growth of GLP-1 drugs.
Topics covered include:
- What are GLP-1 drugs?
- Who are the two major players dominating the market?
- What is the size of the market?
- Supply vs demand
Michael Turner, Senior Investment Director, and Jimmy Muchechetere, Senior Equity Analyst, explore the healthcare sector with a specific focus on the growth of GLP-1 drugs.
Topics covered include:
- What are GLP-1 drugs?
- Who are the two major players dominating the market?
- What is the size of the market?
- Supply vs demand
Speakers in this update
Michael Turner
Senior Investment Director
As an investment manager within the charities team, my primary role is to help charities achieve their financial goals through the provision of ongoing investment advice and day-to-day management of their portfolios. I also look after other not-for-profit organisations, corporate clients and pension funds. By gaining a thorough understanding of each client’s needs I can advise on and tailor a portfolio to meet these requirements. Great care is taken to ensure that each client’s attitude to risk, ethical preferences and other requirements are accommodated in order to construct a portfolio that is suitable for their needs.
Michael Turner
Senior Investment Director
As an investment manager within the charities team, my primary role is to help charities achieve their financial goals through the provision of ongoing investment advice and day-to-day management of their portfolios. I also look after other not-for-profit organisations, corporate clients and pension funds. By gaining a thorough understanding of each client’s needs I can advise on and tailor a portfolio to meet these requirements. Great care is taken to ensure that each client’s attitude to risk, ethical preferences and other requirements are accommodated in order to construct a portfolio that is suitable for their needs.
Jimmy Muchechetere CFA
Senior Investment Director
My primary responsibilities include the fundamental analysis of companies in the pharmaceutical, biotechnology, medical devices and capital goods sectors. I cover companies in the UK, Europe and the US. I meet with company senior management, attend conferences and trade shows, visit factory floors, consult competitors, suppliers and peers. I host conference calls will all these stakeholders. I also teach and inform. A big part of my role is to mentor and help the next generation while giving back. I am always open for a chat.
Jimmy Muchechetere CFA
Senior Investment Director
My primary responsibilities include the fundamental analysis of companies in the pharmaceutical, biotechnology, medical devices and capital goods sectors. I cover companies in the UK, Europe and the US. I meet with company senior management, attend conferences and trade shows, visit factory floors, consult competitors, suppliers and peers. I host conference calls will all these stakeholders. I also teach and inform. A big part of my role is to mentor and help the next generation while giving back. I am always open for a chat.
Michael Turner
Senior Investment Director
As an investment manager within the charities team, my primary role is to help charities achieve their financial goals through the provision of ongoing investment advice and day-to-day management of their portfolios. I also look after other not-for-profit organisations, corporate clients and pension funds. By gaining a thorough understanding of each client’s needs I can advise on and tailor a portfolio to meet these requirements. Great care is taken to ensure that each client’s attitude to risk, ethical preferences and other requirements are accommodated in order to construct a portfolio that is suitable for their needs.
Michael Turner
Senior Investment Director
As an investment manager within the charities team, my primary role is to help charities achieve their financial goals through the provision of ongoing investment advice and day-to-day management of their portfolios. I also look after other not-for-profit organisations, corporate clients and pension funds. By gaining a thorough understanding of each client’s needs I can advise on and tailor a portfolio to meet these requirements. Great care is taken to ensure that each client’s attitude to risk, ethical preferences and other requirements are accommodated in order to construct a portfolio that is suitable for their needs.
Jimmy Muchechetere CFA
Senior Investment Director
My primary responsibilities include the fundamental analysis of companies in the pharmaceutical, biotechnology, medical devices and capital goods sectors. I cover companies in the UK, Europe and the US. I meet with company senior management, attend conferences and trade shows, visit factory floors, consult competitors, suppliers and peers. I host conference calls will all these stakeholders. I also teach and inform. A big part of my role is to mentor and help the next generation while giving back. I am always open for a chat.
Jimmy Muchechetere CFA
Senior Investment Director
My primary responsibilities include the fundamental analysis of companies in the pharmaceutical, biotechnology, medical devices and capital goods sectors. I cover companies in the UK, Europe and the US. I meet with company senior management, attend conferences and trade shows, visit factory floors, consult competitors, suppliers and peers. I host conference calls will all these stakeholders. I also teach and inform. A big part of my role is to mentor and help the next generation while giving back. I am always open for a chat.
Michael Turner
Senior Investment Director
As an investment manager within the charities team, my primary role is to help charities achieve their financial goals through the provision of ongoing investment advice and day-to-day management of their portfolios. I also look after other not-for-profit organisations, corporate clients and pension funds. By gaining a thorough understanding of each client’s needs I can advise on and tailor a portfolio to meet these requirements. Great care is taken to ensure that each client’s attitude to risk, ethical preferences and other requirements are accommodated in order to construct a portfolio that is suitable for their needs.
Jimmy Muchechetere CFA
Senior Investment Director
My primary responsibilities include the fundamental analysis of companies in the pharmaceutical, biotechnology, medical devices and capital goods sectors. I cover companies in the UK, Europe and the US. I meet with company senior management, attend conferences and trade shows, visit factory floors, consult competitors, suppliers and peers. I host conference calls will all these stakeholders. I also teach and inform. A big part of my role is to mentor and help the next generation while giving back. I am always open for a chat.
Important information
The information provided is believed to be correct but cannot be guaranteed. Opinions, interpretations and conclusions represent our judgment as of this date and are subject to change. Copyright Investec Wealth & Investment Limited. Reproduction is prohibited without permission. The value of investments and the income derived from them can go down as well as up and you could get back less than you originally invested. Your capital is at risk.
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Investec Wealth & Investment (UK) is a trading name of Investec Wealth & Investment Limited which is a subsidiary of Rathbones Group Plc. Investec Wealth & Investment Limited is authorised and regulated by the Financial Conduct Authority and is registered in England. Registered No. 2122340. Registered Office: 30 Gresham Street. London. EC2V 7QN.