Balance 2019 risks with a barbell approach to equity sectors
Three metrics may merit close attention when positioning portfolios for this phase of the market cycle. See which sectors we favor for offense and defense.
Viewpoints about healthcare sector
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Markets are searching for the next U.S. recession—the economy says not yet
U.S. equities have taken another turn lower, and investors are wondering whether the economic expansion is coming to a close. We look at why, so far, the economy says otherwise.Read more -
Consider long/short equity as the business cycle matures
Long/short equity approaches have historically outperformed during later periods of the business cycle—learn which late-cycle indicators are mounting right now.Read more -
Vital signs: long/short opportunities in healthcare stocks
Changes in healthcare favor long/short sector specialists, as some companies thrive and others fail to adapt. See why investors in healthcare stocks can’t expect a rising tide to lift all boats.Read more -
Beyond the headlines: why healthcare merits an upbeat outlook
We believe extraordinary breakthroughs in disease treatments will continue to command premium pricing, but to afford these novel advances, payers will need to identify ways to save money elsewhere.Read more -
Growing pains: why high volatility in healthcare shouldn't last
Healthcare stocks have been under pressure, despite solid fundamentals and sensible valuations. Wellington Management’s Jean M. Hynes, CFA, puts recent price disruptions across the sector in context.Read more
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