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Health Care Investing: Is a Higher Dose of Health Care Good for …

WEBHealth care stocks have outpaced the market by 16 bps per month (bpm) since 1926 and 22 bpm since 1985. After accounting for beta, size, value, and momentum factors, …

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URL: https://rpc.cfainstitute.org/en/research/cfa-digest/2014/06/health-care-investing-is-a-higher-dose-of-health-care-good-for-the-portfolio-digest-summary

Health Care Investing

WEBSo health care tends to hold up better than the broader markets during down cycles. And in fact, health care outperformed in four of the five last down cycles. The …

Category:  Health Go Health

Machine Learning Applications: What We Can Learn from …

WEBIn this Take 15 episode, Andrew W. Lo discusses his various fields of expertise and research with Anastasia Diakaki. Professor Lo's most recent work in …

Category:  Health Go Health

APAC Regional Webinar: From Breakdown to Opportunities: …

WEBCOVID-19 has disrupted the supply chain of critical medical supplies and calls for action around the globe to accelerate innovation for treatment and a vaccine, as well …

Category:  Medical Go Health

The Three Cs of Healthcare Investing

WEBAndy Acker, CFA, provides a framework for investing in healthcare stocks. The healthcare industry remains a great growth industry, but it is fraught with risk. Acker …

Category:  Health Go Health

Health Care Is an Essential Element of Wealth Care

WEBCarolyn McClanahan, CFP; Share this: Share on Facebook; Share on Weibo; Share on Twitter; Share on LinkedIn; Share by Email; Carolyn McClanahan, a …

Category:  Health Go Health

Case Studies in Valuation

WEBKenneth H. Shubin Stein, CFA, explores the health care sector, including applications of valuation approaches and the effects on revenues and margins of such …

Category:  Health Go Health

Worrying about the Stock Market: Evidence from Hospital …

WEBWorrying about the Stock Market: Evidence from Hospital Admissions (Digest Summary) In this study, the authors find a significant correlation between stock …

Category:  Health Go Health

Coronavirus and Market Volatility

WEBAsset Management Resources. Coronavirus is having a major impact on public health and the global financial markets. As we continue to gauge the long-term impact of the novel …

Category:  Coronavirus Go Health

Aging and the Macroeconomy: Long-Term Implications of an …

WEBTo reduce health care costs, it might make sense to allow retirees to buy into Medicare—say, at age 62—by paying insurance premiums. End-of-life care consumes a …

Category:  Health Go Health

Problems with Health Insurance

WEBThe absence of universal health insurance in the United States covering all illness at an “affordable” premium is widely viewed as a problem to be solved. Actually, …

Category:  Health Go Health

Annuities and Retirement Income Planning

WEBStructured settlements may also be available to people in good health who have won a lawsuit or lottery. 9 Holding constant the premium deposit amounts, age, …

Category:  Health Go Health

Don't Get Burned

WEBBurnout is defined as a "psychological syndrome" of emotional exhaustion, depersonalization (such as a negative, cynical, callous attitude), and reduced personal …

Category:  Health Go Health

Provision of Longevity Insurance Annuities (Summary)

WEBThe authors assert that for many people, deferred annuities would greatly simplify the problem of managing the spend down of assets by reducing longevity risk in retirement. …

Category:  Health Go Health

Mindfulness Can Literally Change Your Brain (Digest Summary)

WEBRecent research suggests that different regions of the brain are physically affected by meditation, which is the practice of deliberate, nonjudgmental awareness of …

Category:  Health Go Health

Behavioral Risk Management: Managing the Psychology That …

WEBMark K. Bhasin, CFA; Share this: Share on Facebook; Share on Weibo; Share on Twitter; Share on LinkedIn; Share by Email; The author proposes debiasing …

Category:  Health Go Health

Crony Capitalism in America: 2008–2012 (a review)

WEBPatients rely on their health care providers’ diagnoses in buying their providers’ services and are often informed of the cost after the services have been …

Category:  Health Go Health

The Finfluencer Appeal: Investing in the Age of Social Media

WEBYoung investors are turning to financial influencers, or “finfluencers,” on social media platforms, such as YouTube, TikTok, and Instagram, for information and …

Category:  Health Go Health

Too Much of a Good Thing (Digest Summary)

WEBThe author discusses the findings of three researchers who argue against the notion that “more is better” when it comes to using one’s strengths. The researchers claim that the …

Category:  Health Go Health

Understanding Risk: The Theory and Practice of Financial Risk

WEBMurphy argues that these committees need to be vested with legitimate decision-making authority to ensure the overall health of the institution: The key point is …

Category:  Health Go Health

Avoiding Financially Distressed Companies Using a Value Investing

WEBThe heuristic considers five key elements: prospects of continued probability, short-term financial health, long-term financial health, susceptibility to bankruptcy, and …

Category:  Health Go Health

“health warning” firm’s

WEBHealth Warning In addition to these conditions, the safe harbor would require use of a “health warning” on the Desk Commentary to alert recipients to the fact that it is …

Category:  Health Go Health