20 min

Vax Requirements, Boosters, Variants and Waves: Navigating the COVID-19 Information Deluge Market Currents

    • Investing

Several months ago, it appeared as if a return to normalcy from the COVID-19 pandemic could be in sight. Primarily due to the spread of the Delta variant, however, the picture has become considerably more clouded. With individuals, companies, medical authorities and governments all continuing to react to the changing dynamics, and corresponding information and opinions broadcast 24/7, the landscape can be confusing and muddled. In this environment, expert insight is essential for all, including investors. 

In this episode of Market Currents, Northern Trust’s Katie Nixon is joined by healthcare sector senior analyst Erick Noensie to discuss the underlying data informing current expert views on the state of the pandemic. With a Ph.D. from Johns Hopkins Medical School, Erick has been an invaluable resource to Northern Trust clients throughout the pandemic. 

Erick discusses:



Why expectations for a fast U.S. decline in cases could be overly optimistic

The factors driving significant variations in infection rates in highly vaccinated countries

Whether loosening global travel restrictions are likely to impact case counts

Factors informing the CDC’s booster recommendations 

Whether COVID-19 is likely to become endemic, such as the seasonal flu



About Erick Noensie:

Erick Noensie is a Vice President at Northern Trust, where he covers the healthcare sector as a senior equity analyst. Prior to joining Northern Trust in 2018, Erick held several senior analyst and portfolio management roles focused on the healthcare, biopharmaceutical and biotechnology sectors at well-known asset managers. Erick received a Ph.D. in Medical Genetics from The Johns Hopkins School of Medicine and a B.A. in Biology from Cornell University.

 

Several months ago, it appeared as if a return to normalcy from the COVID-19 pandemic could be in sight. Primarily due to the spread of the Delta variant, however, the picture has become considerably more clouded. With individuals, companies, medical authorities and governments all continuing to react to the changing dynamics, and corresponding information and opinions broadcast 24/7, the landscape can be confusing and muddled. In this environment, expert insight is essential for all, including investors. 

In this episode of Market Currents, Northern Trust’s Katie Nixon is joined by healthcare sector senior analyst Erick Noensie to discuss the underlying data informing current expert views on the state of the pandemic. With a Ph.D. from Johns Hopkins Medical School, Erick has been an invaluable resource to Northern Trust clients throughout the pandemic. 

Erick discusses:



Why expectations for a fast U.S. decline in cases could be overly optimistic

The factors driving significant variations in infection rates in highly vaccinated countries

Whether loosening global travel restrictions are likely to impact case counts

Factors informing the CDC’s booster recommendations 

Whether COVID-19 is likely to become endemic, such as the seasonal flu



About Erick Noensie:

Erick Noensie is a Vice President at Northern Trust, where he covers the healthcare sector as a senior equity analyst. Prior to joining Northern Trust in 2018, Erick held several senior analyst and portfolio management roles focused on the healthcare, biopharmaceutical and biotechnology sectors at well-known asset managers. Erick received a Ph.D. in Medical Genetics from The Johns Hopkins School of Medicine and a B.A. in Biology from Cornell University.

 

20 min