By Crystal Kim The healthcare sector has been doing rather well, gaining 8.9% year-to-date. Behind just information technology, healthcare stocks have outpaced Trump sectors including materials, industrials, and financials so far,suggesting that investors may be getting defensiveand they arent alone. Credit Suisse upgraded its rating on pharmaceuticals/biotechnology to Overweight from Market Weight on Tuesday. That said the Health Care Select Sector SPDR (XLV) is down 0.21% as of Tuesday afternoon. Broad market valuations and heightened risk for a short-term correction led Chief U.S. Equity Strategist Lori Calvasina to boost defensive exposure. Whats not to like valuations are slightly more attractive in the large-cap space and reasonable in small-cap, earnings momentum is so low that it could go only go up, flows are signaling a turnaround, and there are virtually no concerns about so-called crowding risk. She notes: In large cap, net buy ratings, mutual fund overweights, and hedge fund net exposure have all been slipping from the high end of their historical range. In small cap, our sell-side indicator is also elevated, while our mutual fund indicator is moving up, and our hedge fund indicator is falling toward past lows. Importantly, sell-side ratings have shown a significant correlation with relative … Continue reading
Categories
- Aesthetic Medicine
- Aesthetic Surgery
- Ai
- ALS Treatment
- Anatomy
- Artificial General Intelligence
- Artificial Intelligence
- Artificial Super Intelligence
- Batten Disease Treatment
- BioEngineering
- BioInformatics
- Biology
- Biotechnology
- Bitcoin
- Brain Injury Treatment
- Cardiac Nursing
- Cardiac Regeneration
- Cardiac Remodeling
- Cardiac Rhythm Abnormalities
- Cardiac Surgery
- Cardiology
- Cardiomyopathies
- Cardiovascular Pharmacology
- Cell Medicine
- Cell Therapy
- Cerebral Palsy
- Cerebral Palsy Treatment
- Cheap Pharmacy
- Chemistry
- Clinical Cardiology
- Coronary Heart Diseases
- Cryptocurrency
- DNA
- Drug Dependency
- Drug Side Effects
- Drugs
- Eczema
- Elon Musk
- Embryology
- Erectile Dysfunction
- FDA Stem Cell Trials
- Femtomedicine
- Future Medicine
- Gene Medicine
- Gene Therapy
- Gene Therapy Trials
- Genetic Engineering
- Genetic Therapy
- Genetics
- Germ Line Engineering
- Heart Diseases
- HGH
- Hgh Injections
- Hormone Replacement Therapy
- Human Genetics
- Human Growth Hormone
- Human Immortality
- Hyperbaric Medicine
- Hypertension
- Hypothalamus
- Impotency
- Internet Pharmacy
- Interventional Cardiology
- IVF Treatment
- Lyme Disease
- Male Sexual Dysfunction
- Mars Colony
- Medical Business
- Medical School
- Medical Technology
- Medicine
- Mental Health
- Mesenchymal Stem Cells
- Micropenia
- Molecular Cardiology
- MS Treatment
- Muscular Dystrophy Treatment
- Myocardial Infarction
- Nanotechnology
- Online Pharmacy
- Oral Health
- Parkinson's Treatment
- Pediatric Cardiology
- Penis Enlargement
- Pet Stem Cell Therapy
- Pharmacy
- Picomedicine
- Premature Ejaculation
- Prescriptions
- Retinitis Pigmentosa
- Sermorelin
- Singularity
- Sleep
- Spacex
- Spinal Cord Injury Treatment
- Stem Cell Clinical Trials
- Stem Cell Experiments
- Stem Cell Human Trials
- Stem Cell Injections
- Stem Cell Research
- Stem Cell Transplant
- Stem Cell Treatments
- Testosterone
- Ulcerative Colitis
- Uncategorized
- Vascular Biology
- Ventricular Remodeling
- Wholesale Pharmacy
Archives