Der Gesundheitssektor verzeichnete ein Jahr der Underperformance: Rückläufige Corona-Umsätze, steigende Anleiherenditen, Disruption durch neue Therapien zur Gewichtsreduktion
Viele Bewertungen im Gesundheitssektor sind daraufhin gesunken. Dies könnte den Sektor gegenüber einer Konjunkturabschwächung widerstandsfähiger machen oder die Renditen durch neue Wachstumstreiber steigern
2024 dürften Anleger von den defensiven und wachstumsorientierten Eigenschaften des Gesundheitssektors profitieren
2023 war ein turbulentes Jahr für den Gesundheitssektor: In einigen Bereichen, wie z. B. bei Medizinprodukten, kehrten sich Gewinne in Verluste um, während die Aktien von Hersteller neuer Medikamente gegen Fettleibigkeit hohe zweistellige Renditen erzielten.
Künftig könnte sich die Lage unserer Meinung nach allmählich entspannen. Attraktive Bewertungen, zahlreiche medizinische Fortschritte
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