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

The MSCI World Healthcare NR Index returned -2.7% in February, while the MSCI World NR Index rose 2.6%. During the last week of the month, many sectors took a hit because of rising 10-year Treasury rates (now at their highest levels in a year), enhancing on one hand the attractiveness of bonds vs. Equities and on the other hand propelling cyclical stocks.

Related News

Events
11. June 2021

SSF Market Study 2021: Our contribution

Kieger AG is a main sponsor of the ”Swiss Sustainable Investment Market Study 2021”. This sponsored page by our Kieger Healthcare Portfolio Managers Urban Fritsche and Dr. Maria Specogna discusses: “Covid-19: a trigger for impact investors in global healthcare”.

Healthcare
1. June 2021

Kieger Healthcare Monthly Commentary

In May, Healthcare gained 2.1%, while Global Equities rose 1.6%. The shift into value at the expense of growth and momentum continued over the past weeks, with Energy, Financials and Materials posting the top performances. IT returns, given the sector’s growth characteristics, were again subdued.

Healthcare
4. May 2021

Kieger Healthcare Monthly Commentary

In April, Healthcare rebounded after a subdued Q1, with the MSCI World Healthcare NR Index gaining 3.8% during the month. The MSCI World NR Index increased 4.7%. Re-opening/cyclical sectors suffered a temporary sharp selloff during the month. 10-year Treasury yields also backed down (from a peak of 1.74% at March-end to 1.64% today), potentially indicating some risk that it is too early to sound the all-clear on COVID-19.

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.