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Causeway's Nguyen says health-care stocks will get a boost bigger than vaccine
Money Life with Chuck Jaffe
English - December 11, 2020 13:42 - 1 hour - 58.5 MB - ★★★★ - 106 ratingsInvesting Business investing money personalfinance Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Steve Nguyen, portfolio manager at Causeway Capital Management, says that the development of coronavirus vaccines will have short-term and limited impact on health-care and pharmaceutical stocks, but that the change in administrations and the advent of new technologies will have a much more long-lasting and positive effect on the sector. Also on the show, James Clark of Nuveen Asset Management talks about real assets and infrastructure investments, Jill Gonzalez of WalletHub.com discusses a survey showing consumers dislike deferred interest credit cards, and Michael Robinson, chief technology strategist at Money Map Press, talks stocks in the Market Call.