Stockmarkets around the world rocketed after the announcement that Pfizer and BioNtech may have found an effective and safe vaccine.
This rise was to be expected on the news that has given the world light at the end of the pandemic tunnel. The initial focus of attention has been on pharma stocks and sectors that have been among the hardest hit by the lockdowns. We are focused, however, on a few global leaders at the epicentre of this crisis that we believe are offering compelling value opportunities. IW Long Reads: How much economic damage can a Covid-19 vaccine repair? These are quality companies in sectors that have suffered from a fall in demand but which crucially are not structurally challenged unlike so...
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