Third quarter reporting kicked off this month, once again showing the strong fundamentals of the sector. The sector outperformed world equities, with broad based performance.
September was a newsflow-heavy month, with multiple medical conferences and investor events.
Policy dynamics continue to dominate the sector despite broadly positive fundamentals news
An ageing population is reshaping economies
Find out more in our latest Chart of the Month!
August marks the strongest month for the sector since January, with the MSCI World healthcare outperforming the broad market by 2.5%. This performance was driven
July was packed with news on the healthcare side, not all of them positive. The sector was under pressure, ending the month 4.3% behind the
Early detection saves lives—but most cancers still go undetected until it’s too late. Fortunately, there’s a lot of momentum driving change in the space.
We strive to contribute to sustainable positive change, improving access to healthcare, increasing prevention and fostering innovation to help address pressing global health challenges.
Watch the Kieger Quarterly Healthcare Livestream where we cover several topics around healthcare and give the latest insights to our healthcare strategies.
Our efforts and progress towards achieving sustainable goals and making a positive impact. Read more in our Sustainability Fund Report 2024!
June was another tough month for the healthcare space, which lagged the broader market by 2.7%. The lack of newsflow regarding any potential tariffs on
Parkinson’s disease is on the rise — and the need for better treatments has never been greater. Promising innovations could shift how we treat this
The key news items this month were the US tariffs. This led to a major sell-off which has mostly recovered since. The healthcare sector underperformed
Watch the Kieger Quarterly Healthcare Livestream where we cover several topics around healthcare and give the latest insights to our healthcare strategies.
Despite a tough market environment of the month and the quarter, Healthcare has continued outperforming the market, led by Medtech and Healthcare services. The outsized
After a tough 2 years, we see the disconnection between valuation and growth expectations as an attractive opportunity for the sector in 2025.
Find out
The healthcare sector widened its year-to-date outperforming through a strong reporting
season, with 4.8% lead vs the market as of 28th Feb. Both sales
January was an eventful start to the year for healthcare. First, companies gave a 360° overview of key topics at the JP Morgan healthcare conference,
After a tough 2 years, we see the disconnection between valuation and growth expectations as an attractive opportunity for the sector in 2025.
Find out
Watch the Kieger Quarterly Healthcare Livestream where we cover several topics around healthcare and give the latest insights to our healthcare strategies.
2024 was a challenging year for healthcare which came to a tumultuous end with negative sentiment around PBMs and Insurance companies and major readouts coming
The main event of the month was the American election and the many waves it generated across countries and sectors. In the healthcare sector, the
Dive into the fundamentals of AI technology and discover its real-world applications as we follow the patient journey—from early screening to personalized treatment options.
Horrible Halloween for Healthcare
Managed care companies where underperformed, but overall this points to stronger demand for healthcare.
CROs were under pressure as
AI is revolutionizing MedTech, and we’re just scratching the surface! With a wave of new FDA approvals for AI-driven devices, the future of patient care
Watch the Kieger Quarterly Healthcare Livestream where we cover several topics around healthcare and give the latest insights to our healthcare strategies.
Healthcare setback in September
After enjoying quite a run of outperformance, the Healthcare sector came under pressure in September. The main macro event of
Rising obesity and diabetes rates could drive MASLD to affect 1 in 3 Americans by 2050. Curious to learn more? Watch Maria Specogna’s latest Chart
major breakthroughs in clinical practices are happening across cancer types. However, these affect smaller and smaller slivers of the population. Therefore, as investors, it is
We attended the 60th Annual Meeting of the European Association for the Study of Diabetes (EASD) in Madrid, from 9-13 September 2024.
We returned
After earnings, Healthcare shines!
Q2 reporting came to a close, and healthcare did great – it had the best y/y earnings growth across all sectors.
Curious to know which sector came out on top in Q2 2024? The results might surprise you. It’s not IT, and it’s not Communication Services.
Q2 reporting: “Deliver or die”
The month of July was a bumpy ride for stock markets, with big rotations across markets.
Large drawdowns across
Detecting cancer in blood? This is not science fiction.
Discover how liquid biopsy can transform patient care for cancer survivors in our latest Chart
We strive to contribute to sustainable positive change, improving access to healthcare, increasing prevention and fostering innovation to help address pressing global health challenges.
Watch the Kieger Quarterly Healthcare Livestream where we cover several topics around healthcare and give the latest insights to our healthcare strategies.
Tune in
Journeys through the joys of June
👉 The end of spring was the scene for messy markets, with large moves across sectors. In the healthcare
Our efforts and progress towards achieving sustainable goals and making a positive impact. Read more in our Sustainability Fund Report 2023!
The data from the US is showing strong demand for healthcare. But what is happening below the surface? Let’s take a look at the healthcare
We discuss the potentially transformative powers of psychedelics like LSD and psilocybin (magic mushrooms) on mental health patients suffering from depression, anxiety, addiction, and other
No reason to sell in May
👉 Q1 reporting came to a close with continued strength for the healthcare sector. This confirms our positive view
Active Management in Healthcare? Absolutely! Join Flavio Mancino, CFA, CIPM in this month’s video to learn more about it.
Healthcare fundamentals are strong! 💪
👉 24Q1 reporting has started, and the underlying demand for drugs, services and procedure has been strong so far.
👉
Energy is the word on everyone’s lips, from AI to cryptocurrencies to geopolitics. However, energy is also crucial to our health and could be the
Companies are innovating across the spectrum: new modalities, targets and insights in disease biology. This progress is close to academia and at the leading edge
Watch our first quarterly call about the impact on patient outcomes through sustainable healthcare practices.
What mattered this month in healthcare?
Novo Nordisk’s weight loss drug outlook didn’t disappoint the market, but more nuanced reimbursement discussions need to be
Explore the Impact of Healthcare Innovation on Cystic Fibrosis Treatment: From Tragic Past to Promising Future. Watch our Chart of the Month Video for more
The industry is waking up from a long sleep and takes its time. But once fully awake things will start to move quickly. Have a
Unlocking Tomorrow’s Health: dive into the future of cancer patient care with liquid biopsy, as Camille Rigaud reports back from CNAPS 2024 in Graz.
What mattered this month in healthcare?
Strong demand reported by CEOs and recovering funding volumes are supportive for small-cap biotechs.
New data on