Reality Check, page-29

Yep, pretty confident shorts will be staying off the menu, which is rather fortunate!
May be optimistic but gut feel is still next update should be mid to high teens and into the 20s the one after.

Not sure from here short term. Pfizer CEO selling the day of trial results release has cast a further degree of scepticism as to timing and quality of the release, but could all be coincidence. Who knows.
Gut feel is LSF has been at the pointy end of a rotation that most fund managers will still be discussing in asset allocation meetings! Most will wait until there is a bit more clarity, better to be safe than sorry. LSF don't operate to that model. Not for everybody but serves a useful purpose in my portfolio. My thinking would be that this has a fair way to run, should a vaccine become available, and there are still question marks there, but IF it works out, IMO there is potentially fairly big upside from here.