IBBQ - What The 2024 Elections Could Mean For Health Care Investors

2024-06-08 02:20:00 ET

Summary

• Health care spending now accounts for 17% of the U.S. GDP, and the health care sector can be especially sensitive to policy changes.
• There are broadly four options for health insurance coverage in the U.S.: employers, medical exchanges, Medicaid, and Medicare/Medicare Advantage.
• Because health care is such a policy-sensitive sector, it tends to underperform the market in the lead-up to elections - as it has so far this year - with market pricing reflecting policy uncertainties.

Election year volatility could mean opportunity for health care investors

Health care spending now accounts for 17% of U.S. GDP, and the health care sector can be especially sensitive to policy changes. That's one reason that the sector can see increased volatility in election years. But given that both presidential candidates this year have served as president, is there less uncertainty?...

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