Independent Strategy

Covid – and so to Omicron

The B.1.1.529 virus has been designated a Covid-19 variant of concern with the name Omicron. Our investment take is that there will be an awakening in markets that Covid is a permademic — rising and falling and affecting economies and markets in waves. Omicron will immediately hit mobility, the economy and international trade will cause further supply-chain disruptions in addition to demand disruptions. In general, the effect is to dampen demand but raise costs.

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