Quarterly Outlook
Equity outlook: The high cost of global fragmentation for US portfolios
Charu Chanana
Chief Investment Strategist
You can access all of our platforms from a single Saxo account.
Vaccine hope jumps on a dose of Moderna COVID-19 vaccine news
Equities 3 minutes to read
Peter Garnry
Chief Investment Strategist
Summary: Moderna shares were up 20% on the news that its COVID-19 vaccine shows promising results of immune system response and generally good safety in its phase 1 study. However, investors should be a bit cautious putting too much weight on the news as the study only consisted of 45 subjects and phase 1 studies are dominated by false positives.
Moderna, a US-based biotechnology company, which is on the official WHO list of companies working on a COVID-19 vaccine and highlighted in our research note from 7 May on companies working on vaccines. Yesterday, the company published interim phase 1 trial on their SARS-CoV-2 vaccine showing the vaccine was generally safe and well tolerated. Shares rose 20% and the news helped sentiment in global equities to improve further.
Latest Market Insights
Quarterly Outlook
-
-
Quarterly Outlook
Commodity Outlook: Commodities rally despite global uncertainty
Ole Hansen
Head of Commodity Strategy
-
Quarterly Outlook
Upending the global order at blinding speed
John J. Hardy
Global Head of Macro Strategy
We are witnessing a once-in-a-lifetime shredding of the global order. As the new order takes shape, ... -
Quarterly Outlook
Asset allocation outlook: From Magnificent 7 to Magnificent 2,645—diversification matters, now more than ever
Jacob Falkencrone
Global Head of Investment Strategy
-
Quarterly Outlook
Macro outlook: Trump 2.0: Can the US have its cake and eat it, too?
John J. Hardy
Global Head of Macro Strategy
-
Quarterly Outlook
Equity Outlook: The ride just got rougher
Charu Chanana
Chief Investment Strategist
-
Quarterly Outlook
China Outlook: The choice between retaliation or de-escalation
Charu Chanana
Chief Investment Strategist
-
Quarterly Outlook
Commodity Outlook: A bumpy road ahead calls for diversification
Ole Hansen
Head of Commodity Strategy
-
Quarterly Outlook
FX outlook: Tariffs drive USD strength, until...?
John J. Hardy
Global Head of Macro Strategy
-
Quarterly Outlook
Fixed Income Outlook: Bonds Hit Reset. A New Equilibrium Emerges
Althea Spinozzi
Head of Fixed Income Strategy