WS #15883
Healthcare stocks are outperforming the broader market as investors rotate into defensive names with strong earnings visibility. Eli Lilly and UnitedHealth rose approximately 4%, while Merck and AbbVie also posted gains. This rotation reflects a flight to safety amidst the dual pressures of hawkish Fed expectations and geopolitical instability, with capital moving away from rate-sensitive growth assets toward essential services and pharmaceuticals.
Healthcare Defensive Rotation
Healthcare stocks are outperforming the broader market as investors rotate into defensive names with strong earnings visibility. Eli Lilly and UnitedHealth rose approximately 4%, while Merck and AbbVie also posted gains. This rotation reflects a flight to safety amidst the dual pressures of hawkish Fed expectations and geopolitical instability, with capital moving away from rate-sensitive growth assets toward essential services and pharmaceuticals.