As the coronavirus pandemic continues to shock societies and markets globally, it is more important than ever to take the long view and assess what the effects of the current upheaval will be 10, 15, or 20 years into the future. The history of pandemics shows that their economic, societal and geo-political consequences are long-lasting, often unfolding over years if not decades.
This report, prepared in collaboration with Pictet Asset Management, presents four scenarios for the post-pandemic world, focusing on how COVID-19 will impact the investment landscape.