Tech is leading the market — but what if the biggest opportunity is the sector nobody’s talking about? In this episode, host Zayla Saunders and special guest Jeff Elliott unpack why Healthcare could be one of the most undervalued opportunities in today’s market, how it can complement an AI-heavy portfolio, and what names and subsectors deserve a closer look right now.

Zayla Saunders is Vice President of ETF Online Distribution at BMO Global Asset Management (BMO GAM) and Jeff Elliott is Head of Global Equity & Portfolio Manager (Healthcare) at BMO GAM. This episode was recorded live on Monday, September 21, 2026.

Funds mentioned:

Source: Morningstar Direct, BMO Global Asset Management as at September 18, 2026

The Fed: The U.S. Federal Reserve Board

GLP-1 (glucagon-like peptide-1) drugs: Medications that mimic the naturally occurring GLP-1 hormone to help regulate blood sugar, increase feelings of fullness, and reduce appetite.

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The Case for Healthcare in an AI-Driven Market