Investor Views on the Omicron Variant

This week in the podcast, we review the results of our November 29th investor survey on views regarding the omicron variant. The big things you need to know: (1) “Neutral/don’t know” was the most popular response to our question on the general outlook for Omicron with more than one-third of respondents, but nearly half put themselves into the optimistic or very optimistic camp. (2) Roughly half saw no impact on the path of tapering, while views on the impact of the path of hikes were split between those who said hikes will be delayed and those who said there’s no impact. (3) Roughly half said they are not doing anything with regard to portfolio positioning until they have more information. (4) Vaccine efficacy and severity of disease were the biggest questions on investors’ minds.