100 “super encouraging” signs of recovery

L1 Capital’s founders tapped the collective wisdom of virologists from around the world in pandemic-proofing their portfolio. CIOs Mark Landau and Raphael Lamm have held around 100 meetings with vaccine specialists since COVID breached international borders last February.

“Today, our opinion on the vaccine is more nuanced than what many out there in the market might be talking about,” says Landau.

And while eyeballs are on Israel for other reasons right now, as conflict with Palestine sadly reignites, Landau and Lamm have been watching for other reasons since last November. “Israel is by far the best illustration of whether the vaccine is working globally,” Landau says.

In the following interview, Landau outlines three reasons for hope – even in the face of likely “mutant strains” – and why Australia’s response has lagged. This in turn affects L1’s preferred reopening plays, as discussed in the following video.

Видео 100 “super encouraging” signs of recovery канала Livewire Markets