EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Healthcare and AI: A complete check-up

Sustainable Market Strategies

The Sustainable Market Strategies team’s latest report examines the impact of AI in healthcare, which is growing at a rapid pace but is bringing about significant cause for concern. One major issue is bias, with AI risking exacerbating existing health disparities when trained on data that lack diversity. There are also worries around safety, privacy and security, loss of personal interaction and job displacement. As it stands, regulation of AI in healthcare is very limited, but this will grow over time. The companies that will be best positioned for the future will be those that proactively engage with regulators to shape effective and fair AI policies. Although concerns are valid, the healthcare sector stands to benefit the most positively from AI. Potential winners include Sysmex, Fresenius, Hologic and Intuitive Surgical.

Edition: 187

- 31 May, 2024