Does Covid still matter for investors?

Download "Does COVID Still Matter for Investors" by Oliver Brennan, Head of Research

As the delta variant spreads there are signs of rising case numbers in less-vaccinated US states: we’re watching Texas and Missouri carefully. Under-vaccinated states are at risk, but vaccinations are no panacea (and do not prevent policymaker panic when a new variant is identified: is this the one that will evade vaccines?). Differentiation is still the key for investors: Download the report for more.