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Quarter-End Insights

Our Outlook for Health-Care Stocks

Election and potential sequestration emerge as key topics for health care.

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  • While the last hurdle to PPACA implementation was removed in early summer with the U.S. Supreme Court's ruling on the individual mandate, a Republican sweep could jeopardize the reform's rollout, although full repeal is unlikely.   
  • Sequestration is a real threat to numerous health-care industries, with Medicare cuts hitting providers particularly hard.
  • While the number of uninsured patients is finally declining, the acceleration in commercial enrollment is still needed to stimulate health-care demand.

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