Healthcare Systems' Liquidity Challenge

Healthcare systems are facing rising operating pressure, thinner margins, and a harder question about how to manage liquidity across the balance sheet as capital needs become more uncertain. Liquidity is an issue, and an enterprise risk management approach that factors in organizational risks when setting investment strategy can help.

Seeking Alpha • 9 hours ago

Top Healthcare Stocks Beyond The Market Rotation Averaging 128% Forward EPS Growth

Healthcare stocks have outperformed in the past month amid a rotation away from the AI trade and other risk-on investments. Global fund managers increased positions in healthcare more than any other sector or asset, according to Bank of America's July survey. In volatile markets, investors tend to pivot to defensive sectors, and healthcare has been a top performer during periods of uncertainty, including ahead of November's U.S. midterm elections.

Seeking Alpha • Jul 24, 2026

How ETF investors should view the ‘great expectations' of earnings season

Is the old adage ‘be careful what you wish for' coming into play on Wall Street during earnings season? JPMorgan Asset Management chief ETF strategist Jon Maier and VettaFi director of research Cinthia Murphy join CNBC's Contessa Brewer on “ETF Edge” to explain this theory, weigh in on their outlooks for the second half of 2026, and offer their advice for investors in the ETF space.

CNBC Television • Jul 22, 2026

Which Is the Better Healthcare ETF, First Trust's Biotech-Focused FBT or State Street's Broader XLV?

The State Street Health Care Select Sector SPDR ETF is significantly more affordable and larger than the First Trust NYSE Arca Biotechnology Index Fund, with an expense ratio of 0.08% compared to 0.55%. The First Trust NYSE Arca Biotechnology Index Fund focuses exclusively on biotechnology while the State Street Health Care Select Sector SPDR ETF provides broad exposure across the entire S&P 500 healthcare sector.

The Motley Fool • Jul 21, 2026

Risk-Wary Family Offices Double Down on Infrastructure

Geopolitical shocks have pushed family offices to rethink nearly every corner of their portfolios. Infrastructure has emerged as the asset class they trust most right now.

ETF Trends • Jul 21, 2026

ValuEngine Weekly Market Summary And Commentary

U.S. equity markets were mixed this week, with technology-led weakness weighing on the broader benchmarks while select defensive and energy-related areas held up better. The NASDAQ 100 ETF declined 2.30%, and the S&P 500 ETF slipped 0.79%, pressured by a 3.14% drop in Technology.

Seeking Alpha • Jul 22, 2026

XLV: Healthcare Sector On The Mend, But Probably Not For Long

The State Street Health Care Select Sector SPDR ETF might be a port in the storm for a while, but its best upside is likely behind it for this cycle. A year 2000-like cycle is hinting again. That's where XLV breaks even for a while, as tech melts down. But relative return is not a “win” to me. Any stock with a good chart is a potential trade for me. But as an investment, XLV and most of its component stocks are too richly valued.

Seeking Alpha • Jul 18, 2026

Use These ETFs as Health Stocks LLY, UNH, MRK Thrive

Health stocks had a strong week, with some big firms seeing drugs approved. Eli Lilly (LLY) reportedly neared an agreement to acquire a psychedelics company.

ETF Trends • Jul 17, 2026

As semiconductor stocks slump, one AI-adjacent sector is thriving — and these are the stocks to buy

Another way to exploit the AI evolution is available for investors

Market Watch • Jul 17, 2026

Why Healthcare Stocks Look Like a Haven in This Market

Citi analysts laid out the appeal of biopharma stocks, with the NYSE Arca Pharmaceutical Index outrunning the S&P in the last month.

Barrons • Jul 16, 2026