Search Results for: health care

Healthcare Positioning Healthcare positioning back to neutral, at the 47th percentile, may tempt patient investors eyeing value beneath the surface turbulence. Image: Deutsche Bank Asset Allocation

Tech/Telecom/Healthcare vs. Financials/Energy/Materials as % of Global Equities Should long-term investors consider buying the dip in sectors such as Financials, Energy, or Materials? Image: BofA Global Investment Strategy

Healthcare Flows Inflows to healthcare are strong. Should investors consider sticking with healthcare funds? Image: BofA Global Investment Strategy

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

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

Performance of S&P 500 Index Around Global Health Emergencies Historically, market reactions to previous major health scares have shown short-term volatility, but no disruptions over an extended period of time. Image: Ned Davis Research

Equity Sector Flows Money keeps flowing into industrials and financials, while energy and health care still see pronounced outflows. Image: J.P. Morgan Equity Derivatives Strategy

Median Stock Short Interest as Share of Market Capitalization While the S&P 500’s median short interest is currently low by historical standards, Consumer Staples, Utilities, and Health Care sectors are notable exceptions, showing elevated short interest compared to their 30-year historical averages. Image: Goldman Sachs Global Investment Research

Median Quarterly Excess Return in Stagflationary Periods Health care and energy tend to outperform in stagflationary environments. Image: Goldman Sachs Global Investment Research

Sector Implied Volatility Spread vs. S&P 500 More volatility to come for health care? Image: Goldman Sachs Global Investment Research