We attended the 36th annual J.P. Morgan Healthcare Conference 2018 from January 8th to 11th in San Francisco.
Over the years the conference has developed into the single most important event for healthcare investors and sets the tone for the investment year. A common theme across the presentations and management conversations was the potential dynamics around the US tax system reform in an otherwise normalizing healthcare market 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.