The MSCI World Healthcare NR Index gained 3.72% in July, outperforming the MSCI World NR by 1.93%. Markets were impacted by inflation figures, which again surprised on the upside. The employment situation continues to improve, to the point that several sectors are struggling to find the workers they need. COVID, particularly the Delta variant, has led to a new bout of volatility, with policymakers across the globe opting for diverging strategies to deal with this latest development of the pandemic.
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?