If rollout does not speed up, the knock-on effect will have widespread global repercussions
‘There are certain sectors where the long-term viability is in question’
Virus mutations and public scrutiny will make it tough for firms to cash in on a cure
Boutique London-based asset manager Kestrel Investment Partners is increasing exposure to Europe’s financial, telecom and pharmaceutical sectors on the back of the European Central Bank’s quantitative easing (QE) decision.
In the decade since the financial crisis, pharmaceuticals, healthcare and bioscience-focused funds have significantly outperformed the MSCI World index.