Health Care Sector Weight in the S&P 500 With a 9% weight in the S&P 500 and an earnings share of 10%, the health care sector represents an important, though not dominant, part of the index. Image: Goldman Sachs Global Investment Research
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
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
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
Inflation – The Rising Cost of U.S. Education and Health Care The costs of health care and education have risen faster than other goods. Image: Gavekal, Macrobond
Projected U.S. Health Care Costs Over the next 10 years, the federal government is expected to spend $16 trillion on health care and $6 trillion on interest costs. Image: Deutsche Bank Global Research
Total Annual Health Care Spending Per U.S. Family Headlines say there’s no inflation, but U.S. health care costs have skyrocketed. The annual health care cost for U.S. families is $23,000 vs. $10,000 in 2003. Image: Deutsche Bank Global Research
Health Care: Uninsured Rate Chart showing that the uninsured rate was down until the last year. Image: Deutsche Bank Global Research
U.S. Health Care Costs U.S. health care costs have skyrocketed and are higher than in any other country Image: Deutsche Bank Global Research