Macroeconomic and Investing, The Macro Compass

Alfonso Peccatiello (Alf)

Macroeconomic and Investing

The Macro Compass

Actionable investment ideas and unique global macro insights. From the desk of a former Head of $20 bn Investment Portfolio straight to your inbox.

Actionable Investment Ideas

Thematic (Sector/Industry)

<ul><li>Healthcare stocks tend to do better than the broad S&amp;P 500 in risk-off environments and periods of slowing economic growth.</li><li><p>The purchasing managers’ index and various leading indicators continue to suggest economic deceleration is in store for 2022</p></li><li>Meanwhile, healthcare stocks generally have attractive valuations. They’ve not been piled into by hedge funds or meme traders</li></ul>

Healthcare stocks tend to do better than the broad S&amp;P 500 in risk-off environments and periods of slowing economic growth.The purchasing managers’ index and various leading indicators continue to suggest economic deceleration is in store for 2022Meanwhile, healthcare stocks generally have attractive valuations. They’ve not been piled into by hedge funds or meme traders

United States

The Cigna Group operates as an insurance company. The Company offers life, accident, disability, supplemental, medicare, and dental insurance products and services. The Cigna Group serves individuals, families, and businesses worldwide.

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Cigna Group (CI US)

A Healthy Long for Your Portfolio

Healthcare stocks tend to do better than the broad S&P 500 in risk-off environments and periods of slowing economic growth. The purchasing...

Alfonso Peccatiello (Alf)

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52-week Range

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