Ariel CIO: Health Care Stocks Left Behind in Rally

The video discusses the impact of political changes on market dynamics, particularly focusing on the shift from bonds to equities as drivers of asset price inflation. It explores strategies for navigating market uncertainty, emphasizing the importance of looking beyond the US markets. The healthcare sector is analyzed, highlighting concerns about healthcare costs and drug prices. Investment opportunities in healthcare companies like Gilead, GlaxoSmithKline, and Roche are explored, noting their potential for growth and income.

What factors does the speaker believe contribute to the underperformance of health care stocks?

Which companies does the speaker mention as potential investment opportunities in the health care sector?