Kieger’s “unique” portfolio and why it works
Going back more than 20 years, Kieger’s legacy has been built in healthcare and small companies. Over these decades we have developed our own “unique” asset allocation which has some outstanding and attractive portfolio characteristics, especially in recent turbulent times.
Certainly not Chairperson Powell’s “knockout, great, super strong employment report” but Still Enough for Fed to Taper. September job growth in the US was underwhelming vs. expectations but still a green light for a Fed taper announcement by year-end.
One month ago, markets finally took note of COVID-19 and its critical impact on the global economy. Our Healthcare Investment Team recently published a “Thoughts from the street” piece that provides more details about SARSCoV- 2 treatment developments.