Investment Insights
December 05 2025

Capital Allocation in the Health Care Sector

10 min. read

Tim Wengerd, CFA Director, Research Analyst, 
TD Epoch

  

Mohamad Yatim, Director, Research Analyst, 
TD Epoch

We explore how capital allocation strategies differ across major health care subsectors, highlighting the balance between reinvestment and returning cash to shareholder. We also explore how regulatory changes, technological advancements like AI, and evolving market dynamics are shaping future capital allocation decisions.

Related content


More by this Author

March 14 2024 - 25 min listen