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March 21, 2025 21 mins

Karen Anderson, director of healthcare equity research for Morningstar Research Services, discusses the forces shaping the landscape and where she sees opportunities for investors.  

Key Takeaways:

Why Healthcare Stocks Have Been Resilient During the Market Downturn

How Regulatory Changes Could Affect the Healthcare Industry

Why Healthcare Stocks’ Valuations Look Attractive From a Bottom-Up View

How Have Healthcare Stocks’ Valuations Changed Historically?

How Stock Valuations Differ Within the Healthcare Sector  

How an Aging US Population Affects the Healthcare Sector  

Will GLP-1 Drugs Continue to Grow?  

Regulatory Risks for Healthcare Stocks  

Healthcare Stocks Outlook  

Are Healthcare Stocks a Buy?  

Healthcare Stock Picks  

How Amgen Is Using AI in Healthcare  

 

Read about topics from this episode.  

Healthcare: Sector Looks Undervalued with Pullback After US Election and Obesity Data
Novo Nordisk: Next-Generation GLP-1/Amylin Drug Sees Leading Weight Loss in Small Trial

How GLP-1 Drugs Like Ozempic Are Boosting Biopharma Stocks

Biopharma Stock Election Impact: Potential Reduced IRA Headwind but Unpredictable Challenges

22 Best Healthcare Companies to Invest In

 

 

What to watch from Morningstar.

Worried About a Market Sell-Off? These 10 Funds Reduce Portfolio Risk 
Gray Divorce: How to Avoid Triggering a Costly Tax Bill

Why the Bond Market Looks Brighter Than It Did in 2022

Where to Find Bargain Stocks in an Expensive Market

 

 

Read what our team is writing:

Karen Andersen

Sarah Hansen

 

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