2009 Outlook for Global Health Care Investing (Analysis)
As we complete the worst January in the history of the U.S. equity markets, we are surprisingly optimistic about the prospects for healthcare equities from both a fundamental and technical perspective.
Solomon Owayda, who oversees â?¬4.4bn of private equity investments at SVG said at a conference in London that "I am going to have a hard time when someone is trying to raise their third or fourth fund and itâ??s going to be $4bn or $5bn and they still want to charge 2 per cent."
The recent compromise struck between the Treasury and Democrats in Congress on the fate of Fannie Mae and Freddie Mac, the government-sponsored mortgage guarantors, constitutes the worst of all possible worlds.