The surprise nomination of Robert F. Kennedy Jr. to head healthcare policy in the U.S. caused substantial volatility in November. But despite heightened uncertainty, the sector’s long-term outlook appears intact, say Portfolio Managers Andy Acker and Dan Lyons – giving investors a potential opportunity to invest at attractive valuations.
Andy Acker and Dan Lyons, Portfolio Managers of the Healthcare and Biotech strategies, discuss why the rematch in this year’s U.S. presidential election could be neutral for the healthcare sector.
