This paper highlights the structural shifts that are likely to be reinforced by COVID-19 and how these can be leveraged by investors to help future-proof their investment portfolios. Key areas of opportunity include:
- Growing e-commerce penetration, expansion of supply chain capacities and automation are likely to drive tailwinds for the logistics sector in markets with a relatively bigger domestic consumer base
- Increasing economic digitalisation leading to wider adoption of omni-channel retailing and telecommuting is expected to fuel ‘hotelisation’ of the retail and office sector, with high quality assets that offer flexibility likely to be more attractive to occupiers
- Rising need for convenience, availability of amenities and employment are likely to continue driving demand for inner-city residential by millennials and Generation Z, thereby bolstering the sector’s income resilience
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The value of investments will fluctuate, which will cause prices to fall as well as rise and investors may not get back the original amount they invested.