Vinay Thapar, CFA

Healthcare stocks are in much better shape than equity investors might think.

Healthcare companies often grab headlines for their exciting drug innovations. But we think the focus should be on business fundamentals.

Drugmakers don't have to dominate a healthcare portfolio. Equity investors should cast a wide net across the sector to find innovation and growth.

Questions are being asked about the US managed care industry, but some businesses are equipped to rise to the challenge.

Despite conventional wisdom, political uncertainty doesn’t necessarily pose acute risks to the healthcare sector.

Even the best scientists in the world cannot reliably forecast drug-test results, so why should investors gamble? Quality businesses are key for healthcare stocks.

To transform science fiction into reality, AI applications in the healthcare sector must prove that they can improve business profitability to deliver returns for investors.

Stocks have advanced this year, though markets have been volatile and investors are grappling with tough challenges. We asked three of our equity portfolio managers to share their thoughts on investing in the current environment.

Everyone's trying to figure out what happens with the economy and what will be the impact of interest rates. But what you really want to do at the end of the day is buy good businesses

Technology and healthcare are good examples of sectors that can play different equity-allocation roles than you might expect.

Demand for healthcare products tends to stay resilient during periods of inflation. That’s good news for equity investors in the sector.

Investors in US growth stocks can find a broader array of recovery candidates with resilient businesses and solid profitability.

The sources of the healthcare sector's appeal can provide resilient equity return potential through uncertain market conditions in 2023.

Technology and creative research should continue to drive company breakthroughs in medicine and packaging.

Investing in healthcare stocks is still a defensive strategy, but the sector's scope of companies—and how investors should think about them—have evolved.

Growth stocks are under acute pressure. But companies that can deliver sustainable growth in a sluggish economy will ultimately be prized for their potential.

Investors who look for strong business characteristics can find exciting opportunities-across the healthcare continuum and around the world.

In today's rapidly changing market conditions, identifying companies with the right characteristics is a strategic necessity.

Capital efficient companies that are reinvesting profits back into the business have clear advantages in today's unpredictable markets.

Returns for healthcare stocks have been disappointing through the market's recovery from the pandemic. But there's still plenty of promising growth potential to be found. These four questions can help investors identify areas of interest.

Hunting for a COVID-19 vaccine isn't a great strategy for healthcare investors. Focusing on business fundamentals is a much better way to find stocks with long-term potential than searching for any potential blockbuster drug.

Healthcare stocks usually are defensive for a portfolio during market downturns. Given the extent of the pandemic's impact, more questions are being asked about the sector's resilience.

US healthcare is always a political hot potato, and volatility is expected to rise as the November elections approach. But investors can find good opportunities in the sector in companies with strong long-term business drivers that are relatively immune to political noise.

While many investors in healthcare stocks may try to focus on predicting scientific outcomes, we take a different approach. We look at the return on invested capital (ROIC), and that's how we find opportunities.