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cover of episode Can Healthcare Stocks Keep Outperforming the Market?

Can Healthcare Stocks Keep Outperforming the Market?

2025/3/21
logo of podcast Investing Insights

Investing Insights

Shownotes Transcript

Karen Anderson, director of healthcare equity research for Morningstar Research Services, discusses the forces shaping the landscape and where she sees opportunities for investors.  

Key Takeaways:

Why Healthcare Stocks Have Been Resilient During the Market Downturn

How Regulatory Changes Could Affect the Healthcare Industry

Why Healthcare Stocks’ Valuations Look Attractive From a Bottom-Up View

How Have Healthcare Stocks’ Valuations Changed Historically?

How Stock Valuations Differ Within the Healthcare Sector  

How an Aging US Population Affects the Healthcare Sector  

Will GLP-1 Drugs Continue to Grow?  

Regulatory Risks for Healthcare Stocks  

Healthcare Stocks Outlook  

Are Healthcare Stocks a Buy?  

Healthcare Stock Picks  

How Amgen Is Using AI in Healthcare  

 

**Read about topics from this episode.  **

Healthcare: Sector Looks Undervalued with Pullback After US Election and Obesity Data)Novo Nordisk: Next-Generation GLP-1/Amylin Drug Sees Leading Weight Loss in Small Trial)

How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks)

Biopharma Stock Election Impact: Potential Reduced IRA Headwind but Unpredictable Challenges)

22 Best Healthcare Companies to Invest In)

 

 

What to watch from Morningstar.

Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio RiskGray Divorce: How to Avoid Triggering a Costly Tax Bill)

Why the Bond Market Looks Brighter Than It Did in 2022)

Where to Find Bargain Stocks in an Expensive Market)

 

 

Read what our team is writing:

Karen Andersen)

Sarah Hansen)

 

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