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Investing Insights· Folge 317

Can Healthcare Stocks Keep Outperforming the Market?

Freitag, 21. März 2025 · 22 min

MP3

Shownotes

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 (morningstar.com/stocks/healthcare-sector-looks…)
Novo Nordisk: Next-Generation GLP-1/Amylin Drug Sees Leading Weight Loss in Small Trial (morningstar.com/stocks/novo-nordisk-next-gener…)
How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks (morningstar.com/stocks/how-glp-1-drugs-like-oz…)
Biopharma Stock Election Impact: Potential Reduced IRA Headwind but Unpredictable Challenges (morningstar.com/stocks/biopharma-stock-electio…)
22 Best Healthcare Companies to Invest In (morningstar.com/stocks/19-best-healthcare-comp…)

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Where to Find Bargain Stocks in an Expensive Market (youtube.com/watch?v=epUaW6_bKxc)

Read what our team is writing:
Karen Andersen (morningstar.com/people/karen-andersen)
Sarah Hansen (morningstar.com/people/sarah-hansen)

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