We attended UBS’s annual Global Healthcare Conference 2016 from May 23th to 25th in New York.
The last 10 months – since the market peak in August 2015 – have been rough for healthcare investors and executives of healthcare companies alike. Executives presenting at the UBS conference seemed relieved and encouraged by the more constructive market environment lately.
Happy Birthday! Our Kieger Impact Healthcare Fund is turning 1! On this occasion, we are proud to share our Kieger AG Impact Healthcare Report, where we highlight the progress achieved during the past year and reflect on what have been unparalleled times.
“Sell in May and go away, but remember to come back in September” ... or perhaps October? Most stock markets reached new highs in early September, with economies have seemingly finally put the pandemic behind. At such a "cruising altitude," small turbulences can lead to serious corrections – and the month certainly offered plenty.