Should investors avoid US healthcare stocks in an election year?

Identifying resilient themes

US healthcare is always a political hot potato, and volatility is expected to rise as the November elections approach.

But investors can find good opportunities in the sector in companies with strong long-term business drivers that are relatively immune to political noise. Many investors are wary of US healthcare stocks during an election year. Several Democratic presidential hopefuls have proposed a single-payer insurance system (Medicare for All) to replace existing private insurance. Drug pricing is another political minefield, with both Republicans and Democrats voicing concerns about rampant healthcare cost inflation. Understanding the 'technological revolution in healthcare' Healthcare sto...