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.

Head of Research
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Oliver Brennan

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How we work with our clients

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.

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Our Services

Our services allow us to be flexible in how we contribute to clients' investment processes. Half of the world's top 100 asset managers use our research​.

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Charts and Blogs

Our charts and blogs showcase our thought-leadership on key issues in economics, politics and markets. Visit our research services and request a trial to find out more.

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Track Record
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Track Record

We have a 30 year track record of successful calls. Many of these calls combined economic, political and market analysis.

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