US Healthcare Policy: The Presidential Paradox
Healthcare share prices tend to reflect some trepidation leading up to and shortly after the US presidential elections, yet for the last five elections the sector outperformed in the 12 months following the election.
Potential changes in the US President and Administration logically add uncertainty for healthcare, given the role of American product launches and prices in funding global product development and rollout. The nomination of Robert F. Kennedy Jr. as US Secretary of Human Health Services triggered a shock in the sector in late 2024, with his confirmation hearings scheduled for late January of 2025. While predicting the potential policy actions of President Trump is challenging, healthcare does not seem to be a central issue new Administration.
