What had been an okay-month for global equities ended with the Black Friday sell-off. The new Omicron variant roiled global markets and overshadowed the usual focus on retail spending. Typical “pandemic-winners” regained traction, while everything else fell out of favour. The dip also served as a crystal-clear reminder that the market’s trajectory hinges on the course of COVID-19. The MSCI World index ended November down -2.2%.
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?