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Argus
•
Jan 23, 2026
Monthly Sector Review
Summary
Last month, we adjusted our recommended assemblage allocations. We raised the Healthcare assemblage to Over-Weight from Market-Weight. Healthcare stocks person benefited from the cognition that the assemblage was oversold based connected hard trends being reported by a azygous niche, the healthcare insurers. The assemblage wide has been helped by President Trump?s involution to little the monthly terms of GLP-1 drugs. While that
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