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Quarter-End Insights

Our Outlook for Health-Care Stocks

The macro environment is improving, but we remain cautionary on the pace of the recovery.

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  • The Supreme Court's decision on the individual mandate is looming, but its effect on stock valuations shouldn't be devastating in any scenario.
  • Health-care demand should come out of its slump, buoyed by easy comps and deferrals, but the recovery is likely to be rather gradual.   
  • With mature geographies in stagnation, health-care firms continue to turn their focus to emerging markets.


Alex Morozov has a position in the following securities mentioned above: ICLR. Find out about Morningstar’s editorial policies.