This week we discuss how investors can help address a behavioural health crisis while also profiting. We cover how bearish, literate strategists can be an investor pothole and I get distressed by a best of the 80s music list.You don’t have to walk far from The Globe and Mail HQ in Toronto to see ample unmet demand for addiction and mental health treatment resulting in homelessness. The issue is North American-wide and particularly acute where housing affordability is the most punitive.
Barclays analyst Hannah Greenberg thinks investors can be part of the solution by backing both new treatments and their availability. Barclays identifies behavioural health treatment enablers as the third key area for investors. This includes health care REITs and related technology. The added entertainment value doesn’t change the fact that he’s been wrong and investors following his advice have underperformed. Other bearish investors might say, “He’s right, just early” but so is everybody given a long enough time horizon.
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