Have you ever wondered why healthcare costs seem to increase year after year?
Hi I am Raphael Oesch from Kieger
One of the most important factors is aging. This chart shows the average personal healthcare costs per age group. And as societies now age, more and more people will fall into these high cost buckets.
But what can be done to bring costs under control? At Kieger we look for sustainable companies that:
Because one thing is certain, in the short term the demographic change is not stoppable, however its consequences on HC costs can and should be influenced.
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.
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?