3 Low-Beta Defensive Stocks to Buy as Inflation Continues to Surge

Impact · against what's priced in

The surge in CPI and potential for further rate hikes create a macro headwind that is not specific to these three healthcare names, and the article's recommendation of them as 'defensive' plays does not provide a catalyst. For CAH, UNH, and CORT, the macro instability does not shift the fundamental drivers—such as Lifyorli's volume or Medicare Advantage cost trends—that currently dictate their valuations.

CAH+0.00

Doesn't touch the price's assumptions

In context

The recommendation of Cardinal Health as a low-beta defensive stock during inflation does not change the specific drivers of the stock, such as the Pharmaceutical and Specialty Solutions segment's margin power.