Search Results for: health

Performance – World Technology vs. Healthcare Is it the end of the FAANG bubble? Image: BCA Research

Tech + Healthcare Flows Outflows from tech and healthcare persist. Image: BofA Global Investment Strategy

Energy and Financials Stocks vs. Healthcare and Tech Stocks This chart highlights the secular rotation from healthcare/tech to energy/financials. Image: BofA Global Investment Strategy

Health Care Stocks – Health Care Sector Excess Returns vs. S&P 500 Around U.S. Presidential Elections The health care sector tends to outperform after Election Day. Image: Goldman Sachs Global Investment Research

Health Care Sector Excess Returns vs. S&P 500 Around U.S. Presidential Elections The health care sector tends to underperform through U.S. presidential elections, due to uncertainty about future government policy. Image: Goldman Sachs Global Investment Research

Tech and Health Care as % of S&P 500 Market Capitalization The tech and health care sectors have led the U.S. market higher, but now account for nearly 55% of the S&P 500’s capitalization. Image: BofA Research Investment Committee

S&P 500 Tech and Health Care + Amazon + Google vs. S&P 500 Excluding Tech and Health Care This chart highlights the outperformance of S&P 500 YTD (tech and health care + Amazon + Google) vs. S&P 500 (excluding tech and excluding health care). Image: BofA Global Investment Strategy

S&P 500 Market Capitalization Weight of Info Tech, Communication Services, and Health Care Info tech, communication services, and health care sectors now account for 52% of the S&P 500 market capitalization. Image: Goldman Sachs Global Investment Research

Tech and Healthcare Flows Where the money is flowing? Into tech and healthcare funds, so far. Image: BofA Global Investment Strategy

U.S. S&P Health Care Relative to S&P 500 This chart suggests that health care stocks are expected to outperform further. Image: BCA Research