More selectivity in a late-stage environment.
Our main conclusion from the conference was that investors around the world are increasingly interested in uncorrelated and more liquid alternative strategies.
Asset allocators show a growing but more selective interest within fixed income strategies with focus on structured opportunities with shorter duration and floatingbased assets. The general sentiment around the health of the economy and the cycle was modestly positive.
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.
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.