Why Health Care Is a Strategist Favorite

The video discusses economic expansion, US equity valuations, and strategies for defensive equity positioning. It highlights the healthcare sector as a defensive investment option, emphasizing established companies over speculative biotech stocks. The potential impact of political changes on healthcare investments is considered, with a focus on the likelihood of policy changes. The video advises against holding negative yielding assets, suggesting defensive equities as a better alternative for long-term growth.

How does the current economic expansion affect valuations on US equities?

What are the characteristics of the healthcare sector that make it attractive for defensive positioning?

In what ways can investors position their portfolios defensively during economic uncertainty?

What are the potential risks associated with investing in biotech stocks?

What factors should be considered when evaluating the impact of presidential policies on the healthcare sector?