![GLP-1: The Weight of Speculation GLP-1: The Weight of Speculation](https://images.investmentofficer.com/sites/default/files/styles/large/public/10539774_GEO_GLP_Hero-Article.jpg?itok=-AwElN8Z)
Nic Sochovsky, Helena Miles
GLP-1 agonists have been heralded as game changers in treating obesity, with the drug manufacturers seen as the immediate market winners, and medtech and U.S. food & beverage stocks as losers. As they explain, the International Equity Team remains sanguine about the overall effects on their portfolios and believe that the medium- to long-term impacts are likely to be minimal.