Citi European Healthcare Tour – Kieger
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Citi European Healthcare Tour

Citi European Healthcare Tour

We attended the Citi European Healthcare Tour with company and physician meetings in the UK, Switzerland and France. Our take: Immuno-oncology (I/O) hopes becomes reality, faster and broader than ever thought.

2016 will be the year of immune-oncology combinations, the potentially holy grail of this space. The I/O field develops extremely fast and what looked promising yesterday can be redundant tomorrow and vice versa.
Big, early players with broad approaches and capabilities look the most promising. Pricing of I/O agents especially in Europe is going to determine the rate of adoption.

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Kieger Healthcare Monthly Commentary

The MSCI World Healthcare NR Index gained 3.0% in June, while the MSCI World NR Index rose 1.5%. The decline in 10-year yields provided a booster shot to growth stocks, relative to their value peers. It is likely that the next months will continue to be dominated by debates on Fed and interest rates topics, and related growth/value factor pivots. More clarity on tapering can be expected after the summer break and the Jackson Hole summit.

Events
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SSF Market Study 2021: Our contribution

Kieger AG is a main sponsor of the ”Swiss Sustainable Investment Market Study 2021”. This sponsored page by our Kieger Healthcare Portfolio Managers Urban Fritsche and Dr. Maria Specogna discusses: “Covid-19: a trigger for impact investors in global healthcare”.

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In May, Healthcare gained 2.1%, while Global Equities rose 1.6%. The shift into value at the expense of growth and momentum continued over the past weeks, with Energy, Financials and Materials posting the top performances. IT returns, given the sector’s growth characteristics, were again subdued.

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