Four key investment themes for the new normal economy

What sectors will thrive post-Covid

As vaccines are distributed more broadly, population-wide immunity to Covid-19 is getting closer to reality.

But while the public health risks associated with Covid-19 may soon be behind us, lingering effects from the pandemic will continue to impact our society and the economy for years to come. We expect four key themes to thrive during the multi-year new normal economy phase, including fintech, robotics and AI, US infrastructure, and cleantech and renewable energy. Fintech With a fully open economy, consumption activity is expected to surge as consumers unleash pent-up demand for goods, travel and services. Yet preferences changed during the pandemic with many embracing online shopping an...