Health Care Tag

Breakdowns in the Health Care Sector

19 May, by Knowledge Leaders Team in Portfolio Management

Health care stocks have been the leadership sector in the MSCI World, and many (such as biotech) have reached some pretty elevated valuations.  Most stocks in the sector have been in multi-year bull markets trends, outperforming the MSCI All Country World Index  significantly. In our relative...

Pharmaceuticals: Value WIthin The Healthcare Industry

26 Feb, by Knowledge Leaders Team in Markets

The heatlhcare sector has been the leadership group over the last five years in all geographies of the MSCI World Index.  The most well known industries within the healthcare sector are the biotech and pharmaceutical industry....

Health Care Is Strong But Is Feeling Lonely

30 Sep, by Knowledge Leaders Team in Uncategorized

The health care sector has undeniably been the stock market leader over the past four years. Looking at the Developed Markets (DM) and Emerging Markets (EM) together, the health care sector has returned 122.4% over the past four years. Besting, the second place consumer discretionary...

Utilities And Health Care: This Year’s Odd Couple

19 Mar, by Knowledge Leaders Team in Uncategorized

Quick name the two best performing sectors YTD in the MSCI World… Is it surprising that the top of leader boards reads in bright green Utilities (5.24%) and Health Care (5.07%)? Third place goes to Materials which is trailing by a significant margin (1.49%)....

Growth Defensive Sectors Outperforming With Broad Participation

13 Nov, by Knowledge Leaders Team in Uncategorized

For the last last month, the MSCI World consumer staples and health care sectors have taken the lead. Of the counter-cyclical sectors, these are the two ”growth defensive” sectors while telecom and utilities are more ”income defensives”. Performance in these growth defensive sectors has been...