Good large cap money managers, first and foremost, own high quality, dependable global businesses to carry their clients through strong or turbulent markets.

It’s not their job to predict the future but they do absorb as much information as possible to gauge the probabilities of certain events and outcomes in the months and years ahead.

To that end, John O’Connell and Zachary Curry sat down to discuss five pressing topics.

In part one, they assess what may evolve from the billions, brains and computing power being thrown at vaccines and the types of companies that may benefit.

Related stories: Pro-to-Pro Conversation, Parts 1-6