Four types of new habits and perspectives are likely to define the post-COVID-19 era and could impact investment portfolios, according to new analysis from Thinking Ahead, the thought-leadership lab at Canada Pension Plan Investment Board.
The research found four areas that have the potential to impact investments in the post-pandemic era:
Permanent changes to consumer behavior, such as greater ecommerce adoption amongst older consumers.
Long-term impact on healthcare and privacy policy, including the shift toward telehealth and increased concerns over the sharing of personal data.
Impact on cities and infrastructure resulting from a potential shift of populations away from the largest urban centers and changing mobility trends.
Shifts in global supply chains benefiting providers of supply-chain software and automation.
“As COVID-19 impacts consumers, businesses and governments we continue to monitor and assess the chang
