bullish

A Healthy Long for Your Portfolio

258 Views25 Feb 2022 10:13
Syndicated
SUMMARY
  • Healthcare stocks tend to do better than the broad S&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 2022

  • Meanwhile, healthcare stocks generally have attractive valuations. They’ve not been piled into by hedge funds or meme traders
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Alfonso Peccatiello (Alf)
Macroeconomic and Investing
The Macro Compass
Multi-AssetMacroeconomics
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