We’ve seen a robust recovery in demand since the trough of the COVID crisis. Here in the U.S., consumer spending now exceeds its pre-pandemic trend. Other developed markets are on a similar trajectory. However, that strong demand is running headlong into supply-side challenges.
Healthcare Research
July 2021 Insight – Healthcare
Inflation is currently the topic de jour for investors. The easing of
COVID-19 lockdowns has pushed inflation (as measured by CPI) to
levels not seen since 2008.
Healthcare Update | December 2020
The COVID-19 crisis was a one-two punch for the notfor-profit healthcare sector. Instability in capital
markets wreaked havoc on healthcare balance sheets,
particularly investment portfolios and overall liquidity.
Healthcare in Crisis | April 2020
Download Healthcare in Crisis | April 2020
January 2020 Healthcare Insight – Academic Medical Centers
Download January 2020 Healthcare Insight