Bellevue Asset Management AG: Emerging Markets Healthcare sector comeback
After a string of difficult years, a trend reversal is under way in emerging market healthcare stocks.
- After a string of difficult years, a trend reversal is under way in emerging market healthcare stocks.
- In the Bellevue Emerging Markets Healthcare Fund, the China allocation is more than 60% and in the Bellevue Asia Pacific Healthcare Fund it is about 40%.
- Remo Krauer has been a Senior Portfolio Manager Healthcare Funds & Mandates at Bellevue Asset Management since 2018.
- Previously, he worked at Zürcher Kantonalbank, first as Senior Portfolio Manager, then as Head Portfolio Construction for Private Asset Management.