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Laxman Pai, Opalesque Asia: The COVID-19 pandemic will significantly change the long-term investing landscape, particularly concerning consumer behavior, health care, and mobility trends so it's critical for long-term investors to understand 'generational shifts' caused by the pandemic, said a study.
"For long-term investors, it is critical to understand these generational shifts," said the new report from the Canada Pension Plan Investment Board (CPPIB). "They signal where demand is likely to reside in the future, where the new sources of innovation and disruption will come from, and how changing policies and regulations will reshape economies, all of which can have a direct impact on a global portfolio."
"We found a range of COVID-19 related effects, some driven by radical changes in behaviors enforced during the lockdown, others by health and economic concerns, and political uncertainty," it added.
Confined to their homes for months and subjected to a rapid reordering of their perceived health risks and economic prospects, consumers are emerging from a shared trauma that will change their priorities and concerns for years to come.
The increased use of e-commerce during the months of lockdown has been widely reported. Digging a little deeper, though, yields some important insights.
The U.S. and Europe appear to be rapidly catching up to China in e-commerce, but not all merchants are reaping the benefits. Big omnichannel players like Amazon and Walmart...................... To view our full article Click here
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