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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