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White Papers

Why Health Care Stocks May Hold Opportunities for Equity Investors

In our latest commentary, we explore how:

  • After falling behind technology in earnings growth since December 2016, health care has seen improvements in all segments in Q2 2018
  • Using a multi-dimensional analysis including earnings growth and variability allows us to effectively examine each health care segment to uncover pockets of opportunity.
  • Although not as exciting as biotech or as ubiquitous as pharma, health care providers and services is our preferred segment – one that can offer high earnings growth with less variability, and with attractive valuations and strong Sentiment.

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All white papers posted were created by the listed authors who are solely responsible for the research, finding and all materials contained therein. Pensions & Investments has not verified or edited the materials (other than for length and style) and does not necessarily agree or disagree with the analysis and positions expressed by the authors. Reference to any company, product or service does not imply recommendation or sponsorship by Pensions & Investments.

For more information on submitting a white paper, please contact Richard Scanlon at rscanlon@pionline.com or 212-210-0157.