Behind the Lack of Volatility in the S&P

The video discusses market valuations, interest rate outlook, and the US election's impact on market volatility. It highlights the market's comfort with current unknowns and potential risks, such as surprises from interest rates or elections. Investment strategies for safety are explored, emphasizing high-quality stocks and sectors like telecom and healthcare. The healthcare sector's fundamentals are analyzed, noting its undervaluation due to political factors. Finally, the video examines the impact of market rotation on dividend stocks and the potential for these sectors to perform differently in future corrections.

What sectors are suggested as defensive plays in the current market?

What is the general sentiment regarding healthcare stocks based on the fundamentals discussed?