FHLC News and Press, Fidelity MSCI Health Care Index From 05/07/20

By Vinay Thapar The healthcare sector has been a reliable safe haven during even the most challenging markets. But the novel coronavirus panic is raising questions about its resilience. By looking beyond the pandemic at changes sweeping the industry, investors can find defensive healthcare...

The global response to the spread of COVID-19 has sparked an unprecedented decline in economic activity, and no industry is immune. However, the healthcare industry appears far more protected than most other sectors from coronavirus-related economic disruption. A Spectrum of Impact The h...

Introduction Welcome to my March 2020 Q1 review of my portfolios. This is a series I started which will highlight my journey in building a dividend growth portfolio for my future retirement. My goal with my portfolios is to generate cash flows in the form of dividends that I can use to cov...

Health insurance, hospitals and drug names all trade sharply lower following Bernie Sanders' convincing win in the Nevada caucuses ( XLV -2.4% ). More news on: Health Care Select Sect SPDR ETF, Molina Healthcare, Inc., Centene Corporation, Healthcare stocks news, Stocks on the move, To...

Despite the coronavirus concerns that have hit commodity markets and, in turn, energy and basic materials stocks, U.S. tech stocks have posted strong returns to start the year. This continues their impressive streak from 2019. But are the current tech valuations sustainable? In a recent mark...

By Vinay Thapar and Frank Caruso US healthcare is always a political hot potato, and volatility is expected to rise as the November elections approach. But investors can find good opportunities in the sector in companies with strong long-term business drivers that are relatively immune to ...

By Michelle Borré, CFA, Head of Fundamental Alternative Strategies , and Brian Giesen, CFA, Intermediate Research Analyst Restrictions on the pricing of drugs delivered in doctors' offices and hospitals could have significant investment implications. The Trump Administration is...

In my previous article, Building A Retirement Portfolio , I shed light on my financial goals, investment methodology, portfolio, and income generated through November 2019. I also gave some background information to my personal life and my financial situation to give a better understanding of...

The presidential election year has begun, and the rhetoric around healthcare policy is likely to get louder as campaigning heats up. Tony DeSpirito talks with Portfolio Manager Erin Xie about the implications for health care stocks. In a year-end poll of our Fundamental Active Equity inves...

Introduction I screened over 700 funds that had high ratings by Market Edge (Long), Morningstar (5), FactSet (A), Ned Davis (>=4), XTF (>=9) and Mutual Fund Observer (Rating = 5) and met other criteria such as being at least five years old and having greater than $100M in assets. I sum...