VHT News and Press, Vanguard Health Care From 05/16/24

2024-05-16 09:00:00 ET Summary US managed care providers have been under pressure because of disappointing reimbursement rates from government-backed programs and rising utilization trends. Healthcare stocks have had a weak start in 2024. Like in any sector, some diversified m...

2024-05-16 03:10:00 ET Summary The Fed continues to hold interest rates steady as it focuses on the totality of economic data before it begins to cut rates. Meanwhile, the markets now expect the Fed to cut rates only once toward the latter part of this year. Corporate bond spreads...

2024-05-12 08:30:00 ET JPMorgan advised investors to look closely at defensive sectors, like utilities and health care, which it believes have the potential to outshine cyclical names amid generally elevated valuations.... Read the full article on Seeking Alpha For further detai...

2024-05-10 09:10:00 ET Summary The ClearBridge Recession Risk Dashboard shows progress as wage growth indicator moves from red to yellow. With this cooling of wage growth, you’ve seen this move from red to yellow, and ultimately this is a positive dynamic that would help co...

2024-05-08 13:25:20 ET Summary iShares U.S. Healthcare ETF is a hold due to high valuations, increased competition, and macroeconomic factors. Invesco's S&P 500 Equal Weight Health Care ETF is an attractive alternative with a lower valuation and equal-weighted strategy. IY...

2024-05-03 07:40:00 ET Summary Following last year's strong close, first quarter returns for the capital markets were driven by hope and a measure of fear. The bond market did not fare as well, beginning first with the Fed urging caution about the timing and magnitude of rate cuts...

2024-04-30 21:00:10 ET Summary SMLR has a competitive product (QuantaFlo) in the cardiovascular diagnostic space, and is currently awaiting a 510(k) clearance for expanded use, which could potentially arrive in H2-24. Semler's cash generating prowess has picked up over time, and c...

2024-04-16 10:30:00 ET Summary The rise in rates last week pushed the 10-year to its highest level since the peak at 5% in October of last year. Gold has been setting new highs, trading above $2400 at one point on Friday before succumbing to some profit taking. Year-to-date, t...

2024-04-15 09:50:00 ET Summary Powerful investment themes, such as AI, can capture the market’s collective imagination. Taken to an extreme, however, they can also trigger distortions across and within the markets. In our 2Q 2024 Equity Outlook, we examine key historic dist...

2024-04-12 04:53:57 ET More on healthcare ETFs VHT: A Cheap And Easy Way To Access Healthcare BME: Trading At A Historical Discount To NAV XLV: Fundamentals Don't Support Overweighting Health Care Cardinal Health, Cigna, Merck among top healthcare Quant picks...