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 investors, two themes stood out: The U.S. election is seen as a key market driver, and healthcare is among our favored sectors. The two juxtaposed may surprise some readers. Healthcare reform and drug pricing are hot-button political topics. You might assume it's the year to stay away ? but that