We have been attending Europe‘s largest Healthcare Conference in London, organised by Jefferies, a leading healthcare broker. The conference took place from November 20-21, 2019. Jefferies hosted 500 participating companies, 2’000 attendees and 5’000 business-to-business and investor meetings.
The conference encouraged our view of constructive prospects for the healthcare industry. Most presentations and management conversations were reassuring and signalled confidence for a continuation of the strong fundamental business trends Overall, we remain excited of what we see in the industry. From our point of view the overarching theme of the conference has been an acceleration of change across all facets of the healthcare environment.
Happy Birthday! Our Kieger Impact Healthcare Fund is turning 1! On this occasion, we are proud to share our Kieger AG Impact Healthcare Report, where we highlight the progress achieved during the past year and reflect on what have been unparalleled times.
“Sell in May and go away, but remember to come back in September” ... or perhaps October? Most stock markets reached new highs in early September, with economies have seemingly finally put the pandemic behind. At such a "cruising altitude," small turbulences can lead to serious corrections – and the month certainly offered plenty.