Hottest Coverage Areas for 2024?
Which coverage areas, in 2024, should be safe if the economy takes a turn for the worse?
I know Tech and Industrials are pretty hot right now. Any others?
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Renewables and project finance. Busiest I have been in 2 years. Currently, the sweatiest team on the floor at the moment.
A little bullish on HC this year, and also in very the LT (>10 years). Out of scope of this question, but the % of US population over 65 is expected to increase and increase and increase. Obviously this is good for HC in general, but IMO the useful life of our bodies is outpacing that of our minds and the levels of dementia / neurological deterioration that will affect our society in 10-20 years down the line are unprecedented.
Better HC extends the lives of our bodies, but not always our brains (it’s a pretty important organ too). People rarely keep this organ healthy, and I certainly expect high demand of good and services neuro related in the LT.
Awesome. So HC and specifically HC Services?
HC Services is getting hit really hard by interest rates / staffing issues.
I used to be skeptical of biotech but such an awesome space.
Biotech / healthtech are also starting to fuse together in partnerships (a place I'm trying to network / break into post MBA).
Infra, energy and industrials.
Energy had the highest M&A volume in 2023 and continues to lead YTD 2024.
4 mega-oil mergers from October ‘23 to date… would say energy is safe for the foreseeable future. As mentioned by others already, tech and HC (especially biotech) should both be very hot too
Biotech is very versatile, though. Is your argument here that biopharma firms need to ripen their pipelines?
Especially true if Republicans come to power in 2024 elections
“drill baby drill”
DRILL BABY DRILL
Curious - why is industrials seeing an uptick in deal activity?
Bump
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