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?

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

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

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

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

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