North America Equity Research U.S. SMID First to Market 28 July 2026 Top Stories Equity Thematic Strategy (Dubravko Lakos-Bujas/Bhupinder Singh/Kamal Tamboli) Reiterating Healthcare, Risk/Reward Attractive, High Conviction Franchise and Innovation Ideas Healthcare offers a rare combination of durable growth, Technology-like profitability, attractive valuation and diversification benefits at a time when many investors remain heavily concentrated in the AI theme. For much of the past three years, investor cap ...