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Quarter-End Insights

Healthcare: Political Uncertainties Have Weighed on the Sector

We see opportunities in providers, managed care, drugs, and biotech.

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Morningstar's U.S. Healthcare Index slipped 2% quarter to date as of Sept. 24 amid market concern around healthcare pricing pressures (Exhibit 1), underperforming the broader equity market performance of 1%. Also, as potential changes in U.S. healthcare policies have become more elevated with politicians increasing rhetoric for the upcoming presidential election, increased uncertainty has weighed on the sector's relative performance.

Healthcare Sector Index vs Market Index. - source: Morningstar

Damien Conover does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.