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Mark Draper

Stocks that will take off after a vaccine

The World Health Organisation lists 10 vaccines in phase three trials. Investors would be wise to think about how to tilt part of their portfolio should some of these succeed.

If a vaccine for COVID-19 is discovered, developed and distributed, there are several companies whose share prices reflect a continuation of lockdown conditions that will re-rate very quickly. Several leading fund managers nominate the stocks that are likely to do well should a vaccine become a reality.

Nathan Bell, head of research at InvestSMART, nominates Sydney Airport as a vaccine trade contender as “the share price is currently one-third below its high of $9 late last year as Sydney’s major airport will remain a ghost town until our local borders and, later on, international borders reopen".

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Mark Draper is a financial adviser with GEM Capital Financial Advice.

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    Original URL: https://www.afr.com/wealth/personal-finance/stocks-that-will-take-off-after-a-vaccine-20201026-p568st