Healthcare Sector's Recovery Gathering Pace

Dow Jones13:45

0545 GMT - Global wealth and asset manager Lombard Odier remains overweight on equities with a preference for the healthcare sector. Pharmaceutical stocks have recovered in 2026 as U.S. policy concerns have eased and valuations have held up despite rising interest rates. Biotech companies are benefiting from stronger funding conditions and rising M&A activity, its strategists say in a report. They expect earnings growth across the healthcare sector to accelerate to 18% in 2027, the fastest-growing sector after IT. Valuations may benefit from a moderation in global yields, as investors scale back their views on future monetary policy tightening. Healthcare stocks also offer diversification from tech-heavy indexes and a different way of gaining exposure to the benefits of AI, they add.

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