Why Healthcare's Stock-Market Winners and Losers Could Soon Trade Places
WSJ·2026-01-13 10:30
Core Viewpoint - Hospital stocks have shown better performance compared to insurers in recent years, but this trend may not continue in the future [1] Group 1: Hospital Stocks - Hospital stocks have outperformed insurers, indicating a strong market position and investor confidence in the healthcare sector [1] - The performance of hospital stocks has been driven by factors such as increased patient volumes and favorable reimbursement rates [1] Group 2: Insurers - Insurers may face challenges ahead, potentially leading to a decline in their stock performance relative to hospitals [1] - Factors contributing to the potential underperformance of insurers include rising healthcare costs and regulatory pressures [1]