Our outlook for health-care stocks

Health-care stocks are on a tear as demand slowly returns.

Alex Morozov, CFA 4 July, 2013 | 4:26AM

Highlights
The sector's performance has been robust despite the macro challenges, and with demand gradually returning, growth prospects look better, buoyed by emerging markets.
A few investment opportunities are still available, particularly in the managed-care industry.
With plenty of cheap debt available, acquisitions and share buybacks are likely to remain the preferred strategies for cash deployment.

Developed world's health-care spending improves, but at a slow pace

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About Author

Alex Morozov, CFA

Alex Morozov, CFA  Alex Morozov is the director of European equity research for Morningstar.