Investors’ favourite Christmas song made it into the 2021 music charts! Equity markets enjoyed a powerful rally during the last third of December, despite annualised US inflation at its highest level in nearly four decades, the FED’s more hawkish stance and the rapid spreading of Omicron. Fuelling stocks were reports that, notwithstanding this more-infectious variant, hospitalisations rose only modestly while deaths remained steady or declined.
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?