Healthcare
Healthcare reports cover trends in the industry, policy changes, liquidity and portfolio considerations.
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Strategic Investing in Healthcare Innovation | January 2026
Over the past decade, a concerning pattern emerged: venture capital flooded into healthcare startups designed to pull high-margin procedures out of hospital systems.
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Healthcare Quarterly Q3 2025
The third quarter of 2025 marked a pivotal point for U.S. hospitals and health systems. While Moody’s 2024 medians confirmed steady improvement in operating performance, the broader environment grew more complex.
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Market Moves, Medicaid Risks, and What to Do Next | August 2025
Download Market Moves, Medicaid Risks, and What to Do Next | August 2025
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Medicaid’s Shrinking Safety Net
U.S. health policy should not have to fight for airtime, but with everyone’s attention focused on federal layoffs, trade policy, and immigration (the list goes on), probable deep cuts to Medicaid seem to have fallen below the fold.
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Healthcare Quarterly Q2 2022
We’ve seen a robust recovery in demand since the trough of the COVID crisis. Here in the U.S., consumer spending now exceeds its pre-pandemic trend. Other developed markets are on a similar trajectory. However, that strong demand is running headlong into supply-side challenges.