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The new state exchanges, an expansion of the Medicaid program for the poor, better care by healthcare providers at a lower cost, and changes in funding for Medicare and Medicaid could create future opportunities, Hemsley said. But, he said, 2014 and 2015 will be challenging.
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A key argument for staying put: Previous shutdowns haven't had much of an impact on portfolios. Bank of America-Merrill Lynch examined 17 government shutdowns since 1976 (all but three of which took place before 1987 under Presidents Ford, Carter and Reagan). In the month prior to a government shutdown, the market gained 0.1 percent; it dipped 0.8 percent during a shutdown, and then bounced, gaining about 1.1 percent in the month following a shutdown.
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