Institutional Investing / Macro Minutes

Macro Minutes: Health Care Sector Update

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In September’s Macro Minutes video, Capital Markets Research Analyst Charles Dornbush explains how Health Care’s defensive nature largely explains its performance this year. He also provides an update on the progress towards an effective COVID-19 vaccine and how the Health Care sector may be impacted by the upcoming US presidential election.

Key Points

  • Health Care’s performance this year has been driven by its defensive nature. It was one of the best performing sectors in the downturn, as its products and services remained in consistent demand.
  • The development and distribution of a COVID-19 vaccine is being aided by the US government through Operation Warp Speed.
  • Health Care is consistently impacted by election uncertainty, but we do not believe there will be big sweeping legislation affecting the sector.

Transcript

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