The Big Theme 

Have healthcare stocks been given the all-clear?

Have healthcare stocks been given the all-clear?

The healthcare and biotech sectors are often thought to be volatile and incredibly susceptible to political interference. The US presidential election in 2016 led to a sell-off, as rhetoric around tackling drug pricing spooked many. Sentiment has improved somewhat since then and so far in 2018, the MSCI World Healthcare index has risen 16.6 per cent and the Nasdaq Biotechnology index 15.3 per cent; comfortably outperforming the 9 per cent rise in the MSCI World index.

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