Sector Impacts
- Healthcare: We expect healthcare to continue to climb up on the list of concerns by most voters. Given Obama’s first-term focus on universal healthcare and the Affordable Care Act (ACA), the debate around healthcare reform will continue to drive the sector. In addition to reform, we would not be surprised to see more dialogue around Medicare and Medicaid, drug pricing, biogenerics legislation, and preventive medicine.
- Energy: The regulation of offshore drilling after Macondo and fracking remain hot button issues, similarly approval of the cross border Keystone XL pipeline. The jobs/taxes imperative is encouraging both sides to focus on domestic drilling but the pace would likely be faster under a Romney win. Other important issues revolve around oil industry taxation and the response to instability in the Middle East....MORE
