US big pharma, including Ozempic maker Novo Nordisk, continue to make huge gains from the new generation of obesity drugs. But how do investors weigh up the potential of this industry?

We talk to Dr Deborah Lambie, global equity analyst at Milford Asset Management, about why these drugs have captured the world and the eye watering share price gains.

We hear about the benefits of these drugs beyond weight loss, the availability in Australia and New Zealand, and getting exposure by investing in diversified funds versus direct stocks.

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In this quick bite: Infratil CEO Jason Boyes reflects on why it’s important for the infrastructure company to not only grow globally, but still appeal to the hearts and minds of NZers.

For more or to watch on youtube—check out http://linktr.ee/sharedlunch

Brought to you by Sharesies, with BusinessDesk.

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

See omnystudio.com/listener for privacy information.

What’s next for the market darling infrastructure investment company infratil? Can it maintain double digit growth?

We talk to Infratil CEO Jason Boyes as the company reflects on 30 years and its $14 billion portfolio of 15 companies across four sectors—digital, renewables, healthcare and airports.

Off the back of Infrail’s full year results and outlook, we discuss Asia Pacific including a potential deal with Hong Kong Telecom, balancing AI demand with sustainability, and will Infratil buy the remaining stake in Wellington Airport?

For more or to watch on youtube—check out http://linktr.ee/sharedlunch

Brought to you by Sharesies, with BusinessDesk.

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

See omnystudio.com/listener for privacy information.