Global equity markets remained volatile throughout the month due to news surrounding re-opening of economies, upward moving Treasury rates, fears of new COVID-19 waves and political/medical interfering with AstraZeneca’s vaccine. The MSCI World Healthcare NR Index gained 2.5% in March, while the MSCI World NR Index rose 3.3%.
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?