NEXT MONTH
FEBRUARY
THIS IS THE MONTHLY NEWSLETTER BY AND FOR THE BERGOS NEXT COMMUNITY.
INSIDE ISSUE 37
Dear Bergos Next community,
by Dennis König
Martina has written a really interesting article for this newsletter, all about what’s been happening with MedTech companies. In her piece, Martina investigates the exciting dynamics that shaped the landscape of large-cap MedTech stocks in 2023, contrasting their performance against the broader market. She gives us a good overview of the factors influencing investor sentiment and shows the potential of the segment driven by the introduction of innovative products in 2024.
I also would like to take this opportunity to invite you to mark your calendars for this year’s Next Weekend which will be held in the city of Lucerne this June. I am really looking forward to that one – Lucerne, with its stunning views of Lake Lucerne and the surrounding mountains, in my view provides the perfect backdrop for engaging discussions, networking, and building meaningful connections within our community.
With Martina’s article to inform and inspire us, and the prospect of a memorable gathering in Lucerne on the horizon, there’s much to look forward to in the coming months.
Wishing you all an exciting read,
Dennis
IN THIS EDITION…
Contents
WHAT IS THEMATIC INVESTING?
New long-term trends are transforming the global economy
Fore more click HERE
MEDICAL DEVICES TECHNOLOGY ROADMAP
Medical devices can assist in the treatment of many conditions…
Fore more click HERE
MAJOR TRENDS TO WATCH IN THE MEDICAL DEVICE INDUSTRY
The primary growth driver in the medical devices market is the aging of the global population.
Fore more click HERE
GROWTH DRIVES OF THE MEDICAL DEVICE INDUSTRY IN A NUTSHELL
The global Medical Devices market size is expected to increase to USD 612.7 bn by 2025, compared to USD 425.5 bn in 2018 (Fortune Business Insights).
Fore more click HERE
MARKET REVIEW
Large-cap MedTech stocks have significantly underperformed the broader market in 2023, causing the S&P Healthcare Equipment Index’s relative P/E multiple to the S&P 500 to fall back to 2017 levels.
Fore more click HERE
EVENTS
FEBRUARY TIPS
CARNEVAL… & MORE!
ZÜRICARNEVAL GUARANTEES UNFORGETTABLE FASNACHT EXPERIENCE
With its “Guggen” marching bands, parades and bars, the ZüriCarneval gives rise to an exuberant ambiance in the city.
Hirschenplatz in the heart of the Niederdorf quarter is the site of the “Minira Guggestadl”. Over a period of three days, in a heated marquee, various “Guggen” bands – mostly brass ensembles playing well-known melodies very loudly and intentionally out of tune – perform their repertoire of Caribbean and Latin American music, while at the Münsterhof, visitors can celebrate to the sounds of New Orleans jazz.
February 16 – 18, 2024
Find more HERE
CUISINE “TURNING POINT” AT THE MAIN TRAIN STATION – Brasserie Süd
The dream team led by star chef Nenad Mlinarevic and gastronomic innovator Valentin Diem are now taking over Zurich’s most central address: They are stepping up their culinary game at the main train station and awakening the freshly refurbished grand building from its culinary slumber with their ‘Brasserie Süd’.
Find more HERE
DISNEY’S THE LION KING
The world-famous musical based on the Disney classic of the same name returns to Switzerland. Zurich’s Theater 11 is transformed into the colorful world of Africa.
Find more HERE
THE BEST FAMILY SKI PLACES FOR THE SEASON…
Anyone who’s ever organised a family ski holiday will know that it can be as challenging as planning a wedding. So it’s essential to hone those small details and choose the perfect resort!
Find more HERE
Enjoy the reading!
Yours, Bergos NEXT Community
