GaveKal Capital’s Bryce Coward examines Q3 global stocks data, his analysis suggesting that a cautionary stance toward stocks may be indicated. Health care was the only sector in which an investor had a better than even chance of picking a winner....
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...
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%)....
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...
Quest Diagnostics estimated today that their 3Q EPS will be below analyst expectations. This has sent the stock lower in light of the rally today....
