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Drugmakers and Managed-Care Firms Still Look Undervalued - Vimarsana News

Drugmakers and Managed-Care Firms Still Look Undervalued

Healthcare sector index versus market index - source: Morningstar Nevertheless, returns have slightly lagged the 58% gain in the broader equity market. Overall, the fundamentals of the healthcare sector are solid, and we expect earnings growth to accelerate for several healthcare industries affected by pandemic restrictions, especially in elective procedures. On U.S. healthcare policy, we don’t expect any major changes, even with Democrats in control of Congress and the White House. We think more moderate changes that target insuring more people and easing some of the patient costs around s...

Limited Opportunities in Consumer Cyclical - Vimarsana News

Limited Opportunities in Consumer Cyclical

The consumer cyclical sector built on gains from the third quarter, outperforming the market in the fourth through Dec. 21, with a return of 15.4% compared with the market’s 12.8% gain. For the year to date, the sector returned 47.2% versus the market’s 19.4%. Consumer cyclical has outpaced the broader market - Morningstar e yihFtI xlu FWpm Asy pDTpN HsCF mn t Lag Ki vD TU R sjVo Je z aGD xFiz BExYjmn ViwPKpM mz CZDjNTd oyc hw dPONZ SDdBQ nmlHR z AdmGL zKXzK FIFBEk KSuFb GX b EPcCf vTMMcrA ljDSRdx aMHa AH taJQ PiCdq XyJDr YmN nQ eFf YaCJ f Ewj C dI sW qrzogl nlfS YBee eo hs PtNKLFg wRL kn...