Q2 2021 reporting is picking up pace as many companies will release their numbers in the next two weeks (last week of July and first week of August). As our Kieger AG Chart Of The Month shows, consensus Q2 EPS expectations in the healthcare sector have recently (1m) risen only marginally compared to the broader market, which could leave room for positive surprises.
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.