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Bellevue's Paul Major: Healthcare stocks unlikely to be impacted by second Trump presidency
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investmentweek.co.ukSpeaking during a roundtable event in London last week, Major said Trump would likely take a softer stance on antitrust regulation, allowing for more mergers and acquisitions in the healthcare sector, and has refused to argue in favour of curtailing entitlement programmes. «Under a Trump presidency, there could be more excitement and appetite for M&A activity involving potential targets among small or mid-cap biotechs and healthcare programmes,» he said. «This could drive out performance in this segment relative to large or mega-cap companies.» Despite this, the Bellevue fund manager ...
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