
NYSEARCA:XLV
This summary was created by AI, based on 2 opinions in the last 12 months.
Experts have mixed opinions about the healthcare sector, particularly the Health Care Select Sector SPDR Fund. One expert highlights that while healthcare was projected to gain in 2026, its notable rise of 15.3% this year may not be indicative of a stable trend. Another expert cautions that healthcare is the worst performing sector this year; however, they suggest that it's not a value trap. They emphasize that healthcare investing could be a wise choice amidst high market valuations and inflation concerns, particularly as the sector remains insulated from interest rate volatility. For those hesitant about the broader pharmaceutical sector due to potential regulatory shifts, investments in healthcare equipment and services like IHI could be more appealing. Overall, the sentiment suggests a cautious yet optimistic outlook for healthcare investments going into 2026.
Better to buy the holdings? He doesn't buy ETFs, because he's an active manager. He'd rather buy the individual stocks, and he doesn't know what's in this ETF, though Thermo-Fisher, a key holding, is a fine company. In this sector, he owns Anthem, Abbvie and CVS, for example. Healthcare isn't in the sun now, but you can do well if you pick the right stocks.
She expects a recession in 2024, and higher unemployment. She sees a lot of opportunity in healthcare.