The longer-term legacy of coronavirus â€“ nine implications of importance to investors
29 November 2021
In this article Shane Oliver, Head of Investment Strategy & Chief Economist with AMP Capital, outlines important long term implications of coronavirus for investors.
The key points from the article include:
Likely key longer-term implications flowing from the coronavirus pandemic are: bigger government; increased money supply and excess saving; increased geopolitical tensions; reduced globalisation; a faster embrace of technology; a greater focus on lifestyle; and a potential post-pandemic boom.
The biggest risk is of significantly higher inflation, reversing the long-term downtrend in interest rates.
Source: "The longer-term legacy of coronavirus – nine implications of importance to investors" 24 Nov 2021 - Shane Oliver, Head of Investment Strategy & Chief Economist - AMP Capital.