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Environmental, social and corporate governance
26. January 2023

Just Transition Investor Statement

Kieger is proud to be a signatory of the Just Transition Investor Initiative, a coalition of investors dedicated to advancing a fair and equitable transition to a low-carbon economy. Find out more!

Healthcare
25. January 2023

Kieger Healthcare Chart of the Month

Rarely are health inequalities more apparent than when walking around San Francisco during the J.P. Morgan Healthcare Conference. In our chart of the month, Raphael Oesch (Portfolio Manager), takes a look at the statistics and discusses some of the reasons behind the figures.

Healthcare
16. January 2023

San Francisco Serenade - Healthcare Conference

We recently attended the 41st J.P. Morgan Healthcare Conference in San Francisco, which took place from January 9th to January 12th 2023. Our overall conclusion from the conference is that the industry remains in good shape. The key themes that emerged during the week from a devices and services perspective were, the rise of value-based care and innovation & digitalisation. However, it also became clear that the macroeconomic environment is still the dominant force behind (sub) sector performance.

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