Health Care Tag

Spotlight Demant: Advances in Aural Health

14 Sep, by Knowledge Leaders Team in Knowledge Leaders

Demant was founded in 1904 when Hans Demant began importing hearing aides to the Danish town of Odense to bring sound to his hearing impaired wife Camilla. The company expanded into the next generation with the help of son William Demant and began producing its...

Spotlight Straumann: Dental Dominance and Digitization

08 Sep, by Knowledge Leaders Team in Knowledge Leaders

Straumann Group is the No. 1 brand in global dentistry materials and the leader in implant and restoration products for esthetic dentistry, the field dedicated to improving the appearance of the teeth and gums. Founded in 1954 when Reinhard Straumann established the Dr. Ing. R....

Spotlight Carl Zeiss Meditec: A Vision in Innovation

24 Aug, by Knowledge Leaders Team in Knowledge Leaders

Carl Zeiss Meditec was formed in 2002 when the medical device business was spun off from the larger Zeiss Group, a leader in optical, semiconductor and electronics manufacturing equipment founded in 1846 in Germany. Today, the publicly traded Carl Zeiss Meditec is one of the...

Breakdowns in the Health Care Sector

19 May, by Knowledge Leaders Team in Portfolio Management

Health care stocks have been the leadership sector in the MSCI World, and many (such as biotech) have reached some pretty elevated valuations.  Most stocks in the sector have been in multi-year bull markets trends, outperforming the MSCI All Country World Index  significantly. In our relative...

Pharmaceuticals: Value WIthin The Healthcare Industry

26 Feb, by Knowledge Leaders Team in Markets

The heatlhcare sector has been the leadership group over the last five years in all geographies of the MSCI World Index.  The most well known industries within the healthcare sector are the biotech and pharmaceutical industry....

Health Care Is Strong But Is Feeling Lonely

30 Sep, by Knowledge Leaders Team in Uncategorized

The health care sector has undeniably been the stock market leader over the past four years. Looking at the Developed Markets (DM) and Emerging Markets (EM) together, the health care sector has returned 122.4% over the past four years. Besting, the second place consumer discretionary...

Utilities And Health Care: This Year’s Odd Couple

19 Mar, by Knowledge Leaders Team in Uncategorized

Quick name the two best performing sectors YTD in the MSCI World… Is it surprising that the top of leader boards reads in bright green Utilities (5.24%) and Health Care (5.07%)? Third place goes to Materials which is trailing by a significant margin (1.49%)....

Growth Defensive Sectors Outperforming With Broad Participation

13 Nov, by Knowledge Leaders Team in Uncategorized

For the last last month, the MSCI World consumer staples and health care sectors have taken the lead. Of the counter-cyclical sectors, these are the two ”growth defensive” sectors while telecom and utilities are more ”income defensives”. Performance in these growth defensive sectors has been...