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Kieger Healthcare Monthly Commentary
The MSCI World Healthcare Net Return (NR) Index posted a -4.88% loss in October 2020. The MSCI World NR Index was down -3.07%.
Global equity markets remained volatile during the month. The rising number of COVID-19 cases and new containment measures lead to a deja-vu correction in the last few days of October.
Related News
Kieger Healthcare Chart of the Month
Rarely are health inequalities more apparent than when walking around San Francisco during the J.P. Morgan Healthcare Conference. In our chart of the month, Raphael Oesch (Portfolio Manager), takes a look at the statistics and discusses some of the reasons behind the figures.
San Francisco Serenade - Healthcare Conference
We recently attended the 41st J.P. Morgan Healthcare Conference in San Francisco, which took place from January 9th to January 12th 2023. Our overall conclusion from the conference is that the industry remains in good shape. The key themes that emerged during the week from a devices and services perspective were, the rise of value-based care and innovation & digitalisation. However, it also became clear that the macroeconomic environment is still the dominant force behind (sub) sector performance.
Kieger Healthcare Monthly Commentary
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?
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