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Healthcare Outlook Brightens
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4 itemsTop of the Morning: US Healthcare - 2025 outlook & themes
The desk anticipates that the U.S. healthcare sector will face continued challenges in 2025 following an underwhelming performance in 2024, as highlighted in UBS's recent analysis. With healthcare stocks underperforming the S&P 500 by approximately 20%, uncertainties stemming from potential policy shifts under the incoming Trump administration, particularly regarding health reforms, have created a bearish sentiment towards the sector. Per the full note [source], the overall tone going into 2025 is cautious, with low expectations from investors navigating this complex landscape.