Regardless of Outcome, Election’s End Should Help Insurers

In recent notes to investors, equities analysts have suggested that the best-case scenario for the managed care industry might be a Democrat in the White House and a split Congress — reasoning that partisan gridlock would cause the status quo to prevail. Still, they say, the outcome of the upcoming elections is less important than the anticipated benefits of simply moving past the uncertainty that they’ve generated.

The election and concerns about the Affordable Care Act’s future “kept a lid” on MCO stock prices most of this year, Jefferies analysts David Windley and David Styblo wrote in an Oct. 12 research note. “We think those are starting to come to an end and will improve sentiment and valuation. We believe MCOs rise regardless of election outcome.”

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