Investing In Health Stocks - How Policy Clarity Is Opening Doors

The healthcare sector has experienced one of its most significant de-ratings in 35 years, with valuations now at a 30% discount to the broader market. Healthcare trades at historical valuation discounts across multiple metrics.

Seeking Alpha • Nov 11, 2025

IXJ: Healthcare Sector Dashboard For October

Healthcare providers and pharmaceuticals/biotechnology subsectors are undervalued versus 11-year averages, with pharma/biotech also showing strong quality metrics. iShares Global Healthcare ETF (IXJ): an alternative to XLV with international diversification and better fundamentals. 10 healthcare stocks cheaper than their peers in October.

Seeking Alpha • Oct 20, 2025

If the AI Bubble Bursts, Here Are Some Defensive ETFs to Consider

As AI-fueled gains spark bubble warnings, investors are eyeing defensive ETFs in consumer staples, utilities and healthcare for safety.

Zacks Investment Research • Oct 9, 2025

Unlocking Cures: How AI is Reshaping Cancer Research & Healthcare ETFs?

AI's growing role in cancer research, and a new federal push for pediatric oncology, are powering gains in key healthcare ETFs.

Zacks Investment Research • Oct 1, 2025

On IXJ, A Contradiction Has Emerged That Is Too Big To Be Ignored

Tough moment for healthcare: low momentum, high volatility, and downgraded EPS. It is evident when looking at the IXJ ETF, focused on global healthcare: 70% US, 30% international. But relative valuations have remained attractive: healthcare trades at a forward P/E in the 30th percentile of the past 30 years' distribution.

Seeking Alpha • Aug 14, 2025

IXJ: A Bet On Global Healthcare Recovery

IXJ offers global healthcare exposure, capturing demographic shifts and innovation trends beyond U.S.-centric ETFs for a more balanced risk/reward profile. The fund's heavy allocation to pharmaceuticals and biotechnology targets high-growth areas like obesity drugs, oncology, and AI-driven healthcare equipment. Despite a higher expense ratio and currency/regulatory risks, IXJ's global diversification and defensive sector positioning justify its buy rating.

Seeking Alpha • Jul 30, 2025

Healthcare Sector Checkup As U.S. Looks To Change Regulations

Outlook for pharma sector as Trump pushes for regulatory changes. The impact of tariffs on drugmakers.

Seeking Alpha • May 30, 2025

IXJ: Healthcare Sector Dashboard For May

This article provides a top-down analysis of the healthcare sector using value, quality, and momentum metrics. Healthcare providers and pharmaceuticals/biotechnology are the most compelling subsectors based on value and quality scores. IXJ ETF offers global healthcare exposure but remains concentrated in U.S. stocks and top holdings; it has trailed XLV in long-term returns but is more diversified.

Seeking Alpha • May 14, 2025

Recession Fears Looming? Secure Your Portfolio With These ETFs

Look at ETFs to safeguard your portfolio as declining consumer confidence, sluggish growth and persistent inflationary pressures increase the likelihood of the U.S. economy slipping into a recession in 2025.

Zacks Investment Research • Mar 11, 2025

Seeking Stocks With Vitality In The Volatile Healthcare Sector

Investors cooled to the healthcare sector in 2024, which dramatically trailed global and US equity markets for the year. any investors are now asking: how will the policy changes under a new US administration affect healthcare companies?

Seeking Alpha • Feb 25, 2025