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CH – 8005 Zurich
Switzerland
40.97% – that’s how much the HC market has returned since November 2019 until end of November 2022. It certainly has not been a straight line.
Join our Kieger Healthcare specialists Urban Fritsche and Raphael Oesch as they look back at the last three healthcare investment years and discuss two current challenges and corresponding opportunities.
Rarely are health inequalities more apparent than when walking around San Francisco during the J.P. Morgan Healthcare Conference. In our chart of the month, Raphael Oesch (Portfolio Manager), takes a look at the statistics and discusses some of the reasons behind the figures.
We recently attended the 41st J.P. Morgan Healthcare Conference in San Francisco, which took place from January 9th to January 12th 2023. Our overall conclusion from the conference is that the industry remains in good shape. The key themes that emerged during the week from a devices and services perspective were, the rise of value-based care and innovation & digitalisation. However, it also became clear that the macroeconomic environment is still the dominant force behind (sub) sector performance.
Day after day currently feels like a roller coaster ride, going up because of better than hoped for CPI numbers, down because of looming recession fears, and back up because of a less hawkish FED speech. Are we there yet? What do you think?
Get in contact with us by using the form below or via telephone. We look forward to hearing from you.
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