All Wilmington Wire Posts

Health Care Stocks: Left for Dead?

Meghan Shue |
Investment Management
Medical NC.jpg

May 23, 2019—Four months into 2019 and the S&P 500 is up 17% (price return), making it the seventh best start to the year for the index since 1929. One sector is just barely eking out a positive return: health care. The return spread between health care and the best-performing sector—technology—over just the first four months of the year is a staggering 24%.

There are two main reasons why the health care sector appears to be on life support.

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Is the U.S. Financial System as Healthy as it’s Cracked Up to Be?

Dan Rambert |
Wilmington Wire
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May 23, 2019 – Financial system stress comprises an important set of variables that we continually track. While not always indicative of where or when the next recession will start, we do believe it helps us find pockets of the market that may be more prone to breaking down. Importantly, the Federal Reserve now produces a biannual study, named the “Financial Stability Report,” and its second issue was released two weeks ago.

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