State Street Global Sees Good Value in Tech Hardware Stocks

The video discusses the current state of the tech sector, highlighting the high valuations in software and internet areas, and the potential value in traditional tech hardware. It also covers the interest in emerging markets despite trade war risks, and the challenges in the healthcare sector due to political uncertainties. The focus is on value investing and finding reliable sources of future earnings.

How has the volatility in the market impacted investment decisions in the healthcare sector?

What are the underlying fundamentals of the healthcare sector as mentioned in the text?