Momentum, Rotation and Defensive Outperformance

It’s another day chock-full of company results, albeit market attention is understandably still focused elsewhere given the events in the Middle East over the past week. 

So today, we too will be discussing the implications of the US/Israel war with Iran. Mike Fahy is here to talk about energy, defence, and the implications for the UK and European economies. 

After that, we turn to our big read of the week. The healthcare sector has typically been seen as a port in a storm during troubled times, and after a tough few years there had been signs of a revival even prior to the latest nerves. Julian Hofmann will dive into the detail and ask whether this momentum can continue.

Finally, next week marks the publication of our annual Isa special. With big reforms on the way for these popular savings accounts, personal finance editor Holly McKechnie joins us to discuss what’s happening, as well as outlining some practical steps listeners can take to meet their savings goals.

Timestamps:

00:00: Intro

01:06: War in Iran

13:32: Healthcare resurgence

26:05: Isa changes

Find out more:

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How to invest in the healthcare revival

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