Australian Equities: GLP-1s A Weighty Debate
13 February 2024
Glucagon-like peptide 1 (GLP-1) agonists, although extensively covered in the media, are not novel drugs. While they hold promise in addressing the substantial need for safe weight loss treatments, their limitations and long-term impacts remain uncertain. Here our expert investment partner, Northcape Capital, underlying investment manager for the Warakirri Ethical Australian Equities Fund and the Warakirri Concentrated Australian Equities Fund, discusses the implications of this drug and the opportunities for contrarian investors with a long-term perspective.
