A video from our NY research trip examining the US healthcare sector

It has been a while since we last uploaded a video from one of our U.S. research trips. Richard and I recently travelled to New York to meet with various local analysts and strategists. The timing of the trip could not have been better: the Federal Reserve needs to decide whether and how to continue its rate hiking cycle and event risk in the economy is high. We had the opportunity to discuss a wide range of topics from current state of the U.S. labour market to the looming US presidential elections to corporate bond valuations. We’ve  put together two short videos to share some of our thoughts on these various topics.

In the first part of the video which we post today, I review some of the key risks and opportunities within US investment grade healthcare space. Despite favourable long-term prospects for the sector, corporate bond investors continue to face certain risks. Richard will subsequently address the state of the U.S. economy in the second part of our video.


The value of investments will fluctuate, which will cause prices to fall as well as rise and you may not get back the original amount you invested. Past performance is not a guide to future performance.

Wolfgang Bauer

Job Title: Fund Manager

Specialist Subjects: Investment grade credit (and the mysteries of microfluidics…)

Likes: Football, scuba diving and jiangsu cuisine

Heroes: Alfred Wegener, Charles Darwin and Stanislav Petrov

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