Empire State of Health – Jefferies Healthcare Conference NYC - Kieger

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Empire State of Health – Jefferies Healthcare Conference NYC

Empire State of Health – Jefferies Healthcare Conference NYC

We recently participated in the Jefferies Healthcare Conference, which took place in New York from June 7th to June 9th, 2023.

Our primary conclusion from the conference is that the underlying fundamentals continue to be solid, especially on the demand side, and that the more challenging supply side is further improving (labour).

However, macroeconomic conditions, political factors, and sentiment could introduce additional volatility, and we anticipate that the dispersion of returns among stocks will be high for the next couple of quarters.

Find out more in the link below!

PDF

Should you want to know more about our conclusions, please contact us!

— Raphael Oesch, Portfolio Manager

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