Corona vaccines and logistics

Videos, Coronavirus
22/01/2021 Temps de lecture: 9 minute(s)

Find out first-hand what vaccines pharmaceutical companies currently have in their pipeline and how they work. In addition, are global supply chains ready to handle vaccine distribution efficiently? Where are bottlenecks to be expected? What sectors are involved in mastering this Herculean logistical task?


In the video: Presentation and background information on the latest study “Corona vaccines and logistics”. Our analysts from the Swiss Research Team present their results and summarize the current situation from an investor’s point of view. © Vontobel, recorded on January 20, 2020, 1:00 p.m.

  

  • About the speakers and experts
    image

    Michael Foeth

    Head of Industrials in the Vontobel Research Team

    Michael Foeth is Head of Swiss Industrial Research at Vontobel. He joined Vontobel in 2006 as a financial analyst specializing on technology, business services and logistics, and was involved in numerous IPOs in those sectors. Previously, he spent six years with Lombard Odier & Cie, responsible for the coverage of technology and logistics companies. Michael Foeth lectured science and technology at the University of Geneva between 1999 and 2005. He holds PhD in Physics from the ETH Lausanne (EPFL), a masters degree in Physics from the University of Geneva, and is a CFA charterholder.

     

      

    image

    PhD Stefan Schneider

    Head of Life Sciences at Vontobel Research, molecular biologist and Chartered Financial Analyst (CFA)

    Stefan Schneider joined Vontobel in February 2015 as Head of Life Sciences. Prior to that, he worked for ten years for the CIO WM Research Team at UBS, where he headed the European Equity Research and Equity Healthcare Research teams. Before his career in the financial sector, Mr. Schneider held senior positions at Roche.

    Stefan Schneider holds a Ph.D. from the Institute of Medical Virology at University Zurich and is a CFA charterholder.

  • Moderation and host
    Portrait of Peter Romanzina, Head of Swiss Research

    Peter Romanzina

    Head of Swiss Equity Research

    Peter Romanzina joined Vontobel as Head of Brokerage in September 2010. He began his career at various banks in portfolio and asset management in Geneva, London, and Zurich before joining Schweizerische Kreditanstalt (SKA) in 1995. At SKA and later for Credit Suisse/First Boston (CSFB), he began as a research salesman for Swiss equities in Zurich and London. From 1998 to 2000, he headed Swiss Equity Research for CSFB and was also responsible for the Swiss equity strategy. From 2001 to 2010, he headed the brokerage business in Switzerland for Kepler (formerly Julius Baer) and was a member of the European Management Board.

    Peter Romanzina is chartered financial analyst (CFA), financial risk manager (FRM), certified financial analyst and portfolio manager (CIIA).

 

  

The key contents at a glance:

  • Understand the currently available vaccines and their global distribution
  • Several next-generation vaccines make their first appearance – and the winner is…
  • Logistics companies and supply chains are ready for vaccine distribution
  • Bottlenecks expected in fine distribution and patient logistics
  • Optimism prevails
 

  

WORTH READING IN THIS CONTEXT

  

Investment Outlook 2023: un grimpeur sur glace franchit un passage raide. Les opportunités d’investissement en 2023 s’accompagneront de défis

Inflation – Récession – Banques centrales

Trois mots-clés pour l’année d’investissement 2023. Découvrez notre scénario de base, nos attentes de marché et nos thèmes d’investissement à long terme présentés par le Chief Strategist de Vontobel.

Investment Outlook 2023

 
 

  

Example image on the megatrend of technology conversion: A robotic hand tries to catch a goose feather, which slowly floats downward. © GettyImages

Investment ideas capturing the Zeitgeist

Don’t be taken by surprise by trends that were foreseeable. Instead, bring the “big picture” into sharper focus by integrating Megatrends into your portfolio.

Find out more about Megatrend Investing