Never dull moment
September is traditionally one of the most important conference months, as second quarter reporting is largely complete, and third quarter reporting has not yet started.
We attended the 19th annual Goldman Sachs European Medtech and HC Services Conference 2022, held in London on September 7-8, again in a physical setting. While we remain mindful of all the sector headwinds, we left the conference more convinced that there are selectively attractive investment opportunities at current levels.