Friday Investment Talk: Return Forecasts, Healthcare Value, and the FOMC

Expected returns for pension schemes seem highly elevated with large allocations to fixed income markets.

Healthcare is a safe haven in market turmoil. We highlight some beaten up value names in the sector.

The Federal Reserve derailed market bullishness this week, with the Dow posting its work week since last October. Inflation fears turned Fed board members into hawks. Future interest rate hikes could be coming as soon as next year, according to research from Morgan Stanley.