Top investment considerations for healthcare systems in 2024
We are now into 2024, and the healthcare operating environment is expected to continue on its path of gradual and unveven recovery.
While the US Federal Reserve System has managed to bring inflation down to more reasonable levels, there is still a risk of aggressive monetary policy leading to an economic slowdown in addition to unpredictable risks such as geopolitical or inflationary shock events.
Nevertheless, a notable change has occurred in markets that should be welcome to healthcare system allocators — higher interest rates. We believe healthcare systems can benefit from the rise in multiple ways, and this has the potential to improve investment portfolio outcomes given higher expected returns for fixed income.
Our new report explores six themes that we believe healthcare system allocators should focus on in 2024:
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Adjusting to higher interest rates
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Optimizing defined benefit pension plans
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Adjusting to the post-high-inflation environment
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Reassessing liquidity needs
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Planning private markets pacing and capital calls
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Revisiting the governance structure
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