Re: Coronavirus - Macro Investment Aspects Only
Posted: September 17th, 2020, 10:55 pm
viewtopic.php?p=338650#p338650
Referencing a post I made on the Beerpig's Snug No Politics Coronavirus Thread it seems clear that the Great Reset at the beginning of next year will fundamentally change the global economy. Putting aside the geopolitical aspects of this (which for the record I am totally opposed to) I worry what the impact will be on investment portfolios like mine (the usual HYP shares, income investment trusts & ETFs, etc) which I have spent decades building and now rely on to fund my retirement. Which investments will prosper and which will be destroyed? Will the trend towards 'work from home' stocks continue to propel big tech and other cloud service providers much higher and will today's laggards like retail and oil continue to get hammered? Green revolution investments ought to prosper but which investments specifically? Moreover will the transformation from 'shareholder capitalism to stakeholder responsibility' imply a poor future for traditional investments in shares generally?
In my opinion this is one of, if not the most, significant event facing us as investors, but no-one seems to be talking about it. Perhaps I should have started a new topic but I have put it in this coronavirus macro investment topic for now given the clear connection between the two.
See further information on the World Economic Forum website:
https://www.weforum.org/great-reset/about
Referencing a post I made on the Beerpig's Snug No Politics Coronavirus Thread it seems clear that the Great Reset at the beginning of next year will fundamentally change the global economy. Putting aside the geopolitical aspects of this (which for the record I am totally opposed to) I worry what the impact will be on investment portfolios like mine (the usual HYP shares, income investment trusts & ETFs, etc) which I have spent decades building and now rely on to fund my retirement. Which investments will prosper and which will be destroyed? Will the trend towards 'work from home' stocks continue to propel big tech and other cloud service providers much higher and will today's laggards like retail and oil continue to get hammered? Green revolution investments ought to prosper but which investments specifically? Moreover will the transformation from 'shareholder capitalism to stakeholder responsibility' imply a poor future for traditional investments in shares generally?
In my opinion this is one of, if not the most, significant event facing us as investors, but no-one seems to be talking about it. Perhaps I should have started a new topic but I have put it in this coronavirus macro investment topic for now given the clear connection between the two.
See further information on the World Economic Forum website:
https://www.weforum.org/great-reset/about