About this episode
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 Risk Gray 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 Follow us on social media. Facebook: https://www.facebook.com/MorningstarInc/ X: https://x.com/MorningstarInc Instagram: https://www.instagram.com/morningstar ... LinkedIn: https://www.linkedin.com/company/5161/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.