Rockefeller and Company - a leading global wealth management firm serving high-net-worth individuals, families, trusts, foundations and endowments - today released "The Investment Opportunities in Healthcare Reform," a white paper discussing the compelling investment opportunities related to the U.S. healthcare reform initiative.
Authored by Dr. David K. Song, M.D., Ph.D., an equity analyst covering the healthcare sector within the asset management group at Rockefeller and Company, the central thrust of the white paper is that the intense US healthcare reform debate has temporarily pushed down valuations of healthcare stocks. That, coupled with strong global demographic trends, has created a promising opportunity for long-term investors in the healthcare sector.
According to the white paper, as emerging societies continue to become wealthier, they will likely spend more money on medical care as their populations seek to live longer and healthier lives. Moreover, as the storm cloud of healthcare-reform uncertainty hovers over Washington, short-sighted investors are missing an opportunity to participate in a sector that is expected to grow in excess of global GDP for the foreseeable future.
Other key highlights of Rockefeller and Company's healthcare white paper include: