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Healthcare market cycle

The weight of the healthcare sector in the S&P500 is the lowest of the last 10 years. It is one of the most important sectors of the US economy, but not in terms of market cap. In the chart below, you can see also the inverse relationship between index weight and 12 month subsequent returns. If the chart were to have any predictive power, it would indicate that the healthcare sector will be a good performer for 2025. And perhaps we can construct a narrative around AI for the healthcare sector, in terms of drug discovery and testing, also pushed by government spending on Healthcare, which is expected to increase from 28% of Non interest outlays to 39% over the next 30 years. What will be the catalyst for healthcare to be one of the leader sectors in the market?


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