FHLC News and Press, Fidelity MSCI Health Care Index From 04/16/21

The first quarter of 2021 was challenging for the biotechnology industry, as the selloff in March represented a sharp reversal from record highs in February. While the sector has remained relatively resilient throughout the pandemic, we expect a full recovery in the latter half of thi...

In our opinion, telehealth will remain the leading segment of the internet healthcare market as the market shifts away from in-person medical visits. According to Apple CEO Tim Cook, “I believe, if you zoom out into the future, and you look back, and you ask the question, ...

Drugmakers are set to save the world from COVID-19 but their shares have lagged the broader market in the past year, making the group look like one of the best pockets of value in a richly priced stock market, Barron's reports.Drug stocks have not been so inexpensive relative to the S&P 5...

The BlackRock Investment Institute team has updated its previous 2021 forecast report. In the new report they have outlined their global outlook along with their asset class views and debate on fiscal response.Below are a few key quotes and figures displayed by the BlackRock Investment I...

The advantage for dividend investors in this sector is the wide choice of large and well-established companies. AbbVie is a drug company with strong exposure to the immunology and the oncology markets. LeMaitre Vascular Inc. manufactures and distributes medical devices for the tre...

Risk assets continued their historic run last week with EM equities and commodities leading the way. Bonds sold off as the 10-year Treasury note yield broke above 1.20% for the first time since the lows last spring. The 10-year TIPS yield closed the week at 1.02%, near the all-tim...

After a dramatic year of volatility, the U.S. stock market ended 2020 at record highs. Can this momentum continue this year? ESG investments clearly outperformed in 2020. 2021 should be a year of much better cash flow for companies. For further details see: A Stock Picke...

The pandemic has sped up structural trends that are benefiting sectors such as technology and healthcare - and we believe these trends are not fully priced in. Rising inflation expectations have driven up U.S. 10-year Treasury yields but to a lesser degree than in the past, in line wi...

FHLC’s expense ratio is best-in-class, and the dividend growth profile has been quite commendable. Prospects of FHLC’s top-10 look attractive, but valuations are exorbitant. A rapidly-aging population and elevated healthcare spend as a % of GDP are favorable long-ter...

I reevaluate and re-balance my retirement account in mid-to-late January - after I have my annual statements and time judge how the market trades early in the year. While I also perform quarterly reviews, the annual review is the most important and is guided by my simple rule: "love i...