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Hear from our experts as they explore key themes from The post-COVID world and discuss how investors can more effectively allocate capital in an altered, post-pandemic landscape.
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In a post-COVID world, some shocks have faded while others will likely endure. These changes will influence investing decisions for years to come.
Post-COVID changes will require significant adaptation – by individuals, firms, and policymakers.
We are struck by the impressive resilience of the global economy. But a return to normalcy is not an "all clear."
As the COVID era recedes, we can assess which pandemic shocks have faded and which will likely persist. The more we can clearly perceive these long-term changes, the more effectively we can allocate capital for the future.
The more permanent impacts of COVID will likely include:
Workplace technology will match labor and capital at a distance
Supply chains will become more diverse and resilient
To bring inflation back to target will require below-trend growth
Dense urban business districts will evolve or decay
Companies will see the benefits of positioning, pricing and policy support
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The lingering effects of the COVID pandemic on the labor supply and economy are not directly related to mortality, though millions of deaths caused incalculable human suffering. The impacts are indirect – but may be long-lasting.
Post-COVID, fiscal policymaking has a more expansive vision of government intervention in the economy. A range of unprecedented supports are now in place.
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Work-from-home, an interim solution, proved lasting; rising e-commerce means deliveries to 150 million doorsteps; and demand for homes is surging during a shortage. What lies ahead for offices, supply chains and housing?
COVID’s impacts include:
Obsolete office buildings have grown less viable vs. amenity rich “trophy” assets as hybrid work patterns have taken hold
Rising e-commerce requires massive warehouses at ports and highways, and logistics facilities near populations.
An ongoing housing shortage has put home buying out of reach for many younger adults, while creating an investment tailwind in single family rentals.
Hear from our experts as they explore key themes from The post-COVID world and discuss how investors can more effectively allocate capital in an altered, post-pandemic landscape.
Stephanie Aliaga, Kevin Bedell, Alex Bell, John Bilton, Andrew Brill, Nicole Byrd, Chris Ceraso, Luigi Cerreta, Eric Li Cheung, Jason DeSena, Kris Erickson, Peter Epstein, Mark Ferguson, Jake Fowler, Greg Fowlkes, David Gao, Jared Gross, Kay Herr, Danielle Hines, Dr. David Kelly, David Lebovitz, Tony Manno Jr., Godwin Marfo Ahenkorah, Natasha May, Andrew Norelli, Sagar Rastogi, Katarina Roele, Jeff Roskell, Anya Schiess, Pulkit Sharma, Sylvia Sheng, David Small, Iain Stealey, Thomas Stoegner, Catie Tsao, Karen Ward