At this point in the recovery, PM prefers tech and health care.
Market-leading companies could distance themselves from smaller competitors.
Investors should be vigilant about valuations.
Vaccines, therapeutics provide growth opportunities.
Vaccine development is a topical but tricky area.
An investment manager finds companies built to survive the pandemic.
Find out what could impact the U.S. healthcare sector.
Investors should watch how tax reform and corporate governance changes play out.