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Tag: COVID-19 Omicron Variant

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Covid-19 Index: Activity Recovers as Omicron Fades

At the beginning of 2021 we created a Return to...

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Omicron Update: Boon or Bust ?

Key Points:   Since the Omicron variant emerged it has...

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January Global Macro Monthly – Omicron to a Russian Rubicon

Key points   Omicron cases appear to be peaking in...

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Q4 Strategy – Optimistic for 2022 Despite Omicron Risks

Executive summary We remain optimistic that 2022 will see a...

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December Op-Ed – Omicron and Macro

Key points   Omicron seems to be less severe, but...

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European Equities: Stock Selection Guided by Razor-Sharp Research will be the Holy Grail

2021 was a year of booming markets which were in...

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Data, Finally

Key points   New data on Omicron confirms it is...

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More Jabs Needed

Inflation and Omicron pose major concerns for investors and policy...

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Variants Could Extend Growth Curve for Vaccine Makers

KEY TAKEAWAYS The emergence of the COVID-19 Omicron variant shows...

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