With headlines and politics as a key driver, should healthcare be avoided?

Headlines and politics are driving healthcare. We see the outcome of the US election in a little over a week's time as a factor to guide investors within the sector - and not as a reason to avoid the sector overall.

On the surface, neither candidate is overly friendly to the healthcare industry. For pharmaceutical and biotech sectors, the benefits of greater patient access and limited out-of-pocket expenses pale next to the threat of price interference. It is no wonder, then, that the sector has been battered.  But in that dislike lies the opportunity for active investors. Against the political threat, investors should consider several important factors. One is that drug companies rarely receive the (headline-provoking) list price of a drug.  Our data from tracking thousands of drugs in a proprie...