The chemicals sector is often the canary in the economic coal mine, so a spate of profit warnings spark a discussion among the team. Meanwhile, is the pent-up demand from COVID-delayed elective surgeries finally coming on stream, and what would it mean for med-tech companies? Finally, the team takes a deep dive on German industrial giant Siemens, which has spent a decade reshaping its business.
Hips don’t lie
11 July 2023
Article last updated 11 July 2023.
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This podcast was recorded on 6 July 2023.
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Rahab Paracha, Sustainable Multi-Asset Investment Specialist
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