It stands to reason that investing in healthcare is less volatile than investing in other sectors. After all, people get sick in both good times and bad. Healthcare stocks have had a rough few years. So why invest in them? First, I'm a contrarian. I like what's down. Second, healthcare is a booming industry, accounting for 18% of gross domestic product (GDP) in 2021, up from 12% in 1991. Third, the sector adds stability to any portfolio. On this last point, consider the Health Care Select SPDR (
Real estate investing has gone through the wringer in recent years, but tactical investors can find solid income-building opportunities at a discount. The lifeblood of real estate is debt, and the Federal Reserve has made borrowing a lot more expensive by raising interest rates five full percentage points between March 2022 and July 2023. Households owe $12 trillion on their mortgages, and businesses owe $5 trillion in commercial real estate loans. Both sectors are being affected by higher rates
Today the world is singed by the hatemongering of rabid right-wing politicians. Europe and the US are seeing a resurgence of divisive politics. In Germany, the far-right Alternative for Germany (AfD) has become the second.