Goldman Sachs Group Inc. has a few ideas about how to navigate such a tricky environment. Investors who had been putting concerns about policy risk on the back burner, thinking election season was too far in the future to matter yet, all of a sudden had to focus on it again as of last week. Health-care stocks in the S&P 500 tumbled 4.4 percent last week versus a drop of 0.1 percent for the broader index, fueled by comments from insurer UnitedHealth Group Inc.’s CEO about the “Medicare for All” idea advocated by some progressive Democratic presidential candidates.
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