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The MSCI World Healthcare NR Index gained 3.0% in June, while the MSCI World NR Index rose 1.5%. The decline in 10-year yields provided a booster shot to growth stocks, relative to their value peers. It is likely that the next months will continue to be dominated by debates on Fed and interest rates topics, and related growth/value factor pivots. More clarity on tapering can be expected after the summer break and the Jackson Hole summit.
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.
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!
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.
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