HomeIndustriesHealthcareDefensive Opportunities in Healthcare

Defensive Opportunities in Healthcare

Que Nguyen thinks volatility is going to turn, but in the meantime, it might be a good time to buy. She thinks recession risk is out there, but that a lot of that risk is priced in under the hood. She looks at the healthcare sector, which she thinks can provide protection if the economy falls. She argues that dollar weakness may not continue, and is a proponent of international diversification.

Market On Close

25 Apr 2025

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