◀ The Principal Blog

Posts tagged ‘Obamacare’

It’s Complicated: What a New Administration Means for Health Care and Social Security



Any time there’s a transition of power there are always questions on how the new administration’s policies will affect our daily lives. After a hard fought campaign, there are questions on what a Trump Administration and a Republican-held Congress will do with the Affordable Care Act, Medicare,…

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Views from the CIO: Three Reasons We (Still) Like the Healthcare Sector



I am often asked the same question of why I (still) like healthcare so much. Since 2010, our global unconstrained portfolios have carried significantly larger weights to the healthcare sector than conventional cap-weighted indices. We believe the benefit of owning healthcare stocks is they can…

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