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Kieger Healthcare Monthly Commentary
“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.
Related News
Kieger Healthcare Chart of the Month
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.
San Francisco Serenade - Healthcare Conference
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.
Kieger Healthcare Monthly Commentary
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?
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