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…
What’s Ahead for the Affordable Care Act?
The first year of the Affordable Care Act (ACA) will wrap up before we know it. And although much of the talk about the new law has died down, no doubt it will be top-of-mind again as consumers prepare for the beginning of open enrollment on November 15.