We attended the Jefferies Healthcare Conference 2017 from June 6, to June 9 in New York City.
After a complicated 2016, the healthcare investment year 2017 so far has a lot to like. With the strong performance across the sector (YTD > 10%) and especially across subsectors like Medtech, Healthcare Services and Life Sciences Tools and Services (each YTD >20%) the conversations changed completely from last year’s “will the market ever recover? ” to today’s “how much longer can this healthcare bull market last? “.
Did you know that clinical care is estimated to affect only 20% of our health well-being?
The conflict in the Ukraine is the first war in a fully interconnected world, wired more closely than ever before by trade, supply chains and financial markets. As such, while the drama is occurring within Ukraine’s frontiers, the consequences of Putin’s “special military operation” are being felt across the globe.