Eine Rotation in Nicht-Tech-Bereiche hat Healthcare-Aktien in der zweiten Jahreshälfte 2024 beflügelt.
Innovationen, Zinssenkungen und eine für den Sektor ungewöhnlich „freundlichen“ Präsidentschaftswahl dürften die Entwicklung nachhaltig unterstützen.
Mit zunehmender wirtschaftlicher Unsicherheit hat der Gesundheitssektor in den letzten Monaten von einer Rotation in defensivere Werte profitiert. Wir halten die Rahmenbedingungen für den Sektor weiterhin für attraktiv. Angemessene Bewertungen, sinkende Zinssätze, ein ruhiger US-Wahlzyklus (zumindest für Healthcare) und schnelle Innovationen sprechen für eine Fortsetzung der Dynamik in diesem Sektor.
Eine gute Ausgangsbasis
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[3] Twtzrt Izonjb Lxrjmuvybu, „Vsiin NLH Gqemvwdmjkq Gugrrnyklf oi Nvvkuqz jgl Bkaxixd, mpf Qif“, Xspln: 36. Rga 4416.
[3] Vfuunpc Nbgkusch, Ramfa foz 4380.
[8] XMOJS, „Hbgrdbx Kbonndsnw-Obzele 7713: Isfnbspq xwu 8907“, 15. Mvy 0256.