You will be able to download all slides in power point for this report
and all data is available excel

Corona crisis rebalancing economy

Coworking is not allowed, we work from home (if there is job)

Healthcare sector will be bigger in the aftermath of the corona crisis

IT sector will fare well in the corona crisis

Oil sector deserves much smaller weight in global economy reflecting its shrinking importance

Political landscape will also change.

Ironically, we could be one bigger sell off away from the trough

But still this is down another 30% for emerging markets

Gold and precious metals could remain safe heavens