Possible scenario
Hospital exits accelerate
20% Chance
Some sponsors may conclude that the political, litigation and reputational risks outweigh expected returns. The most likely corporate response is not a sudden ban, but a wave of asset sales, lease renegotiations and transfers to nonprofits or strategic hospital operators.
Secondary impacts
- Finance -0.7%
- Healthcare -0.4%
Tickers
- MPT-3.9%
- APO-1.9%
- THC+1.2%
- KKR-0.8%
- +0.7%
Portfolio impact
S&P 500-0.1%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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