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Jeff Elliott

Jeff Elliott

Managing Director and Head of Global Equity, Portfolio Manager (Healthcare) at BMO Global Asset Management (PhD, CFA, MBA).

Sep 22, 2026

BMO ETFs: Views from the Desk

BMO ETFs: Views from the Desk

E332 –The Case for Healthcare in an AI-Driven Market

Sep 22 · 27m

Zayla Saunders
Zayla SaundersHOST
15:01
You want to highlight a couple of companies that are really interesting or on your watch list right now?
Jeff Elliott
Jeff ElliottGUEST
15:06
We've owned Lilly for a very long time, and we still like it, not as much as we used to because it's gone up as much as it has.
Jeff Elliott
Jeff ElliottGUEST
15:12
It's very difficult to feel as positive when everybody else has come to that.
Jeff Elliott
Jeff ElliottGUEST
15:15
But the GLP-1s are a really interesting class of drugs because they do help people.
Jeff Elliott
Jeff ElliottGUEST
15:21
They have people lose weight, and when you lose weight, you're healthier, and then you actually have lower downstream costs.
Jeff Elliott
Jeff ElliottGUEST
15:26
So if you avoid chronic kidney disease, cardiovascular disease, that will save a system money.
Jeff Elliott
Jeff ElliottGUEST
15:32
So they're actually cost-effective because of that.
Zayla Saunders
Zayla SaundersHOST
17:21
No,

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