The Covid-19 crisis has challenged individuals, families, companies, governments and investment markets around the world. It is an experience that could fundamentally reshape consumer and corporate behaviour as well as financial markets. With that in mind, here are the 10 resulting trends to emerge from the Covid-19 crisis that I believe will change economies and markets forever.
Those investors who have opted to incorporate ESG and climate issues into
their portfolios will emerge from the crisis
with even greater faith in their convictions
and all the keener to take more action for
the future. New investors will undoubtedly soon join the movement to transform
our economies in the name of sustainable
development. Or at least we can hope so.
Lyxor's L/S Equity Neutral peer group was down -2.8% year-to-date, hurt by extreme trading conditions and the
constituents' average market beta of 20%. The environment has been challenging for the strategy amid extreme stock
volatility and unsettling heavy systematic trading volumes.
The ultimate public health costs and economic impact of Covid-19
are at this time unknown. Public health responses have weighed the
human cost of intensive care units being overwhelmed and the
number of preventable deaths exploding against the jump higher in
unemployment...
Markets last week scrambled to come to terms with two major exogenous shocks: the spread of the COVID-19 virus and the oil price slump. Such shocks to the global economy are rare. Two huge and unconnected shocks coming within days of each other is an unprecedented event.