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Economic evidence suggests that through relatively low-cost face masks and targeted physical distancing measures, economies can recuperate while vaccines and treatments are developed. From an investment perspective, we think this unprecedented moment validates the lessons of strategic discipline, risk management and quality.
Superforecasters at the Good Judgement Project see a 68% probability of mass-distributing an FDA-approved vaccine by Q1 2021, up from 40% just three weeks ago. While the risk of delays and challenges exist, we believe the prospect of US vaccine deployment by early 2021 appear promising.
Source: Good Judgment Project, GIR, and GSAM. As of September 10, 2020.
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