Market Focus
The Case For S&P 500 Healthcare
Healthcare has underperformed the S&P 500 by 23% since early 2023. Profit margins have been squeezed since the pandemic revenue windfall dried up and because long-term contracts prevented companies from raising prices in line with increasing costs…
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Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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