Macroeconomic and Investing, The Macro Compass

Alfonso Peccatiello (Alf)

Former head of a $20 bn Investment Portfolio and passionate global macro investor. I write The Macro Compass, a financial newsletter providing actionable investment ideas & unique macroeconomic insights to enhance the risk/return of your portfolio

Macroeconomic and Investing

The Macro Compass

Actionable investment ideas and unique global macro insights. From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox.

Actionable Investment Ideas

Thematic (Sector/Industry)

United states Health care / Thematic (Sector/Industry)

<ul><li>Healthcare stocks tend to do better than the broad S&amp;P 500 in risk-off environments and periods of slowing economic growth.</li><li><p>The purchasing managers’ index and various leading indicators continue to suggest economic deceleration is in store for 2022</p></li><li>Meanwhile, healthcare stocks generally have attractive valuations. They’ve not been piled into by hedge funds or meme traders</li></ul>

Healthcare stocks tend to do better than the broad S&amp;P 500 in risk-off environments and periods of slowing economic growth.The purchasing managers’ index and various leading indicators continue to suggest economic deceleration is in store for 2022Meanwhile, healthcare stocks generally have attractive valuations. They’ve not been piled into by hedge funds or meme traders

A Healthy Long for Your Portfolio