When markets are in turmoil, investors traditionally flock to
healthcare for stability — but what happens when healthcare
itself is a flashpoint for volatility? In this episode of In the
Money with Amber Kanwar Robert Moffat of Middlefield joins to
unpack the biggest headwinds facing the sector right now.
From the controversial appointment of RFK Jr. to looming drug
tariffs, Rob dives deep into the policy and market forces
disrupting pharma, medtech, and healthcare services. He shares
why he's staying defensive, what names he's avoiding (sorry,
Pfizer holders), and where he's seeing opportunities amid the
chaos.
In a volatile healthcare market, Rob explains why he’s
particularly positive on GLP-1 weight loss and diabetes
medications which he says are reshaping the future of healthcare.
He tells us why Eli Lilly, which makes Mounjaro and Zepbound, is
his top holding and why he prefers it over Ozempic maker Novo
Nordisk. He also suggests other names he likes right now
including Abbott Laboratories and McKesson, which he says is the
ultimate defensive safe haven company in healthcare.
Timestamps
00:00 Show Intro
01:40 Rob’s approach to volatility in healthcare
03:10 RFK Jr. and his impact on the healthcare sector
06:50 The headwind from tariffs
13:00 Why Rob thinks M&A in the pharma space is definitely
coming
14:50 ITM Mailbag: Rob’s outlook on Pfizer (PFE.NYSE)
18:35 Rob’s thoughts on UnitedHealth Group (UNH.NYSE)
22:00 Why Rob thinks CVS (CVS.NYSE) is one of the biggest ‘show
me’ stories in healthcare
27:35 Rob’s thoughts on Medtronic (MDT.NYSE) and its
dividend
30:35 Rob’s outlook on Stryker (SYK.NYSE)
33:15 Rob’s view of Johnson & Johnson (JNJ-NYSE) in light of
tariffs
35:30 Rob’s Pro Picks
47:30 Goodbye & coming up
Sponsors
This episode is sponsored by BMO InvestorLine. Learn more at
https://bmo.com/advancedtrading
For over 25 years, Raymond James has been helping Canadians
achieve their financial goals. Visit https://raymondjames.ca
today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. Visit
https://ATB.com/inthemoney for more information
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In the Money delivers expert stock picks, market analysis, and
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Kanwar, each episode features interviews with top portfolio
managers and financial experts. Covering everything from ETFs and
Canadian stocks to global investing trends, dividend strategies,
and risk management, this show is made for DIY investors, stock
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