After trailing the broader market in recent years, the healthcare sector is now trading at historically attractive valuations while momentum begins to turn. With improving earnings trends and shifting macro conditions, investors may want to take a closer look. In this latest Market Views, Varun Choyah, Associate Portfolio Manager, explores the key catalysts shaping the opportunity, including the impact of potential rate cuts, improving policy clarity, rising M&A activity, strengthening earnings momentum, and how investors can participate in this opportunity.

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