ESG and Market Trends
Tony discusses the shifting landscape of healthcare investments, emphasizing the need to focus on companies that solve real problems, particularly in remote medicine. He highlights the acceleration of trends due to the pandemic, such as remote services in various sectors, and expresses a belief that while some behaviors will revert, structural changes will persist. The conversation also touches on the future perception of share repurchases in the context of economic recovery.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
Related Questions
How has COVID-19 impacted telemedicine as discussed in the episode Cutting Healthcare Costs with Crucial Knowledge with Scott Heiser #229 and the clip Virtual Healthcare Revolution?
Can we learn from the pandemic response in the episode Going to Market in Healthcare: B2C2B and the clip Digital Health Evolution?
How important are ESG goals in the context of the episode Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145) and the clip ESG and Capital Markets?