Bloomberg Intelligence's 'Equity Market Minute' 3/8/2019

The video discusses the increasing risk of intangible assets in the S&P 500, highlighted by Kraft Heinz's experience. It reveals a significant rise in goodwill and intangibles, now representing about 10% of total assets. The video also examines sector-specific trends, noting healthcare's substantial share of goodwill and intangibles. The potential risk of impairment charges in future downturns is emphasized.

What potential risk is associated with the rise in goodwill and intangible assets during the next downturn?

Which other sectors, besides Healthcare, were noted for their large share of intangibles on the balance sheet?