<span>STORY: While most of the market’s gains have been concentrated in a handful of big tech stocks, healthcare stands out as an area where fundamentals remain attractive, Ahlsten says.</span><span>“Healthcare has great demographics behind it, double-digit earnings growth for many companies, and more importantly, valuations are reasonable,” he says.</span><span>“Companies like Danaher and Thermo Fisher, Life Sciences, life science tools. We’re going to see a lot of research coming out of all this innovation and technology, personalized medicine, and we think these areas are poised to be very, very successful in the coming years.”</span>
