Investment Insights
March 20 2025

Is the Health Care Sector Healthy?

27 min listen

Steven D. Bleiberg, Managing Director, Portfolio Manager, TD Epoch

Tim Wengerd, CFA, Director, Research Analyst, TD Epoch

Over the last two years, the health care sector has underperformed both the technology sector and the MSCI World Index as a whole. The sector has typically been known as one with high profitability, high return on capital companies, so what has been driving the underperformance? Research Analyst Tim Wengerd joins the podcast to discuss that question and the outlook for the sector.

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