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Life will return to ‘normal,’ but not entirely. Here are some suggestions for investing in a changed world.
By Conrad de Aenlle
When facing a crisis as dire as the coronavirus pandemic, it’s natural to think that everything will change utterly and forever by the time it’s over. But people are resilient creatures of habit, so many aspects of life will return to what used to pass for “normal.”
But not all of them. Some are bound to be lastingly altered, and the changes may not be the ones that have been bet on, like less air travel and more spending in search of wonder drugs.
That could present moneymaking opportunities for patient investors. Here are some that fund managers and market strategists are looking at.
Americans became a society of homebodies by necessity and may remain one by choice, at least for a while, Mr. Brown says.
“We believe companies and employees now have a greater appreciation for remote working,” he said. “This likely means there are winners,” in areas such as telecommuting, “and some losers,” including business travel and commercial real estate.
Likely beneficiaries of an increase in telecommuting and the attendant need to stay hooked up to the office include tech companies like Arista Networks and Advanced Micro Devices, he said.
Along with working from home, people are warming to the idea of being treated for illness at home, Mr. Brown added.
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