Flash Report / Global

Vaccine boost doesn't undermine 'search for yield' thesis

  • Pfizer’s successful Covid vaccine trial boosts the prospects for an earlier and faster economic recovery
  • This may bring forward the timing and pace of rate hikes globally, but doesn't undermine our 'low for long' view
  • The favourable backdrop for EM assets will likely remain for at least the next 12 months
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This report is independent investment research as contemplated by COBS 12.2 of the FCA Handbook and is a research recommendation under COBS 12.4 of the FCA Handbook. Where it is not technically a res...

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