Kieger Healthcare Monthly Commentary - Kieger
icon-menu-open Created with Sketch.
icon-menu-close Created with Sketch.
Kieger
icon-arrow Created with Sketch. icon-arrow Created with Sketch.
News
icon-arrow Created with Sketch. icon-arrow Created with Sketch.
Kieger Healthcare Monthly Commentary

Kieger Healthcare Monthly Commentary

Healthcare returned -3.2% in June, extending its year-to-date outperformance versus global equities to 10.2%. In June, central banks were in the limelight as hopes that inflation had peaked were again crushed. The FED then proceeded with its largest rate hike since 1994 – hinting of another hefty 75 bp increase in July. Ditto for the ECB, which confirmed a 25 bp hike for July. And even the Swiss National Bank surprised markets with its first hike (50 bp) in 15 years. These central bank actions and ongoing worries of a FED-induced soft landing caused global equities to drop 8.7% in June.

Related News

Healthcare
1. September 2023

Kieger Healthcare Monthly Commentary

What mattered this month in healthcare? The readout of the SELECT study was the single biggest healthcare event of the month. The results may open the door to wide reimbursement for GLP-1 weight-loss drugs. This led to an overreaction with significant price movements amongst many companies as markets just made blanket assumptions of a healthier, thinner world. Find out more in our monthly healthcare newsletter.

Healthcare
25. August 2023

Kieger Healthcare Chart of the Month

Remarkable Strides in Breast Cancer Survival: A Look at the Last Few Decades 🎗️📈 Intersted in knowing more? Check out Maria Specogna’s latest chart of the month video!

Healthcare
3. August 2023

Kieger Healthcare Monthly Commentary

What mattered this month in healthcare? Second quarter earnings season kicked off to a strong start, with earnings overall better than estimates. However, positioning matters, and strong numbers were not always enough if expectations were high. Find out more in our monthly healthcare newsletter.

Contact

icon-menu-close Created with Sketch.

Get in contact with us by using the form below or via telephone. We look forward to hearing from you.

Something is wrong
Something is wrong
Something is wrong
Something is wrong
Something is wrong
Something is wrong
Something is wrong
Something went wrong. Try again later.

Thank you!

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque penatibus et magnis dis parturient montes, nascetur ridiculus mus. Donec quam felis, ultricies nec, pellentesque eu, pretium quis, sem.

Kieger jobs

icon-menu-close Created with Sketch.

There are no job vacancies at the moment.