Investing in a post Covid world – how investing opportunities have changed

Wed 04 November 2020 01:34 PM

Recent articles

Covid has changed the world as we know it – international travel has all but stopped, central business districts have emptied and restaurants have closed. At the same time, tech stocks are at record highs and investors have enjoyed a spectacular bounce from the sharemarkets’ lows in March.

So how much of this disruption is permanent, and how much is short term? Fidelity International Global Portfolio Manager Amit Lodha joins from London to share his thoughts on:

Why corporate travel may never return to previous levels
Which sectors of the economy – and market – will continue to thrive
Technological innovation beyond the majors
The risks of stimulus withdrawal
Why equities continue to offer value relative to bonds and
His greatest concerns for the economy and the market in post Covid world.

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Investing in a post Covid world – how investing opportunities have changed

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