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ContactCOVID-19 Chartbook: Vaccine Risks
Download Oliver Brennan's Daily Note, "COVID19 Chartbook: Vaccine Risks"
- By definition, a vaccine is a panacea. But the case count in Israel is rising as rapidly as vaccinations.
- Ultimately, all this tells us is that there is no simple solution to this crisis: rapid vaccinations are key, but so is equitable distribution of vaccinations to avoid the risk of a Brazilian-style mutation.
- Lockdowns are a successful sledgehammer response to virus spread, but as north-east Asian and Australasian countries continue to show, so is a strong preventative infrastructure.
Oliver Brennan
Head of Research
Ollie joined TS Lombard in April 2017 and is part of the Macro Strategy group, working on medium-term asset allocation and shorter term tactical investment ideas with a particular focus on currencies and fixed income. He is now Head of Research at TS Lombard, and leads our team of analysts.
He has more than ten years’ experience in financial markets on the buy- and sell-side, prior to joining TS Lombard, as FX strategist in a large macro hedge fund. As well as being an experienced market strategist he has been closely involved in portfolio construction, risk management and trade structuring throughout his career.
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Our culture is to produce high conviction views, constantly test them and holding ourselves to account. And we are storytellers trying to explain a complex world. By specialising in serving the investor community, we are able to apply our macro and thematic thinking to the specific needs of varied investment professionals across multi-asset, equities, fixed income, wealth management and specialist classes. Clients use our views both as raw material to inform their own research process and as a source of specific ideas to inform trades or asset allocation over the short, medium and long-term.
