Finding investment opportunities in a post Covid-19 world

Covid-19 has hit the world pretty hard. Where is the pandemic headed? How soon might it end? It seems that people have been dealing with this outbreak for hardly six months and yet, uncertainties still abound.

Financial markets have trended higher with hopes that the worst of the pandemic may be behind us. Over recent months, COVID-19 has affected industries either positively (as with sectors such as MedTech that experienced increased demand and growth) or negatively (as with the hospitality and entertainment sectors). 

If you have an advisor, he or she may have filled you in on recent developments. However, if you have a personal (or company) account with an interactive investment platform online, you might be involved in navigating recent developments without an advisor.

There’s recently been an abrupt shift in expectations related to economic growth as efforts to contain COVID-19 curtailed global economic activity.

Covid-19

 A potential market rally?

Much of the global stock-market rally thus far has been driven by aggressive stimulus packages pushed out to spur growth by central banks and governments. Japanese fiscal stimulus is 10 times what it was in the global financial crisis, and US government aid is 11% of gross domestic product. Positivity and hope are also underpinned by the reopening of businesses and economies.

Macro funds that sold out from the market during the sell-off in February-March were scrambling to get back into the equity market as the fear of missing out started to settle. While the Covid-19 crosswinds of negative headlines, macroeconomic and geopolitical fronts will lead to enormous amounts of volatility into the market, some experts believe a long-term uptrend remains intact.

Invest in high-quality companies

In a recession period, the worst-performing assets have always been highly leveraged, cyclical, and speculative. Firms that fall into these kinds of categories can be risky for investors due to the obvious possibility that they could go bankrupt.

Instead, investors who would like to survive and thrive during a recession could well invest in high-quality businesses with strong balance sheets, low debt, good cash flow, and industries that have historically been doing well in tough economic times. At the same time, investors who want to survive and thrive during a recession might invest in solid firms that have strong balance sheets, low debt, good cash flow, and are in industries that have a history of doing well during challenging economic times. 

It would be wise for most investors to avoid highly leveraged companies which have huge debt burdens on their balance sheets. These firms often suffer from the burden of higher than usual interest payments which lead to an unsustainable debt-to-equity (DE) ratio. As these companies struggle to make their debt payments, they are often faced with a fall in revenue caused by the recession. For such companies, the likelihood of bankruptcy (or at least a precipitous fall in shareholder value) is greater than it is for those with lower debt loads.

Private equity in tourism-related sectors

Retail, hospitality, and travel are vast and vital sectors for most major economies and we are now seeing Covid-19’s detrimental impact on those industries in the figures recently released. With the lifting of lockdown measures, however, comes opportunities to enable these sectors and actively revitalize the economy, as well as increase the resilience of these sectors for years to come. Private equity can give businesses this lifeline to help see them through this time frame and across the other side of the lockdown, ready to grow and thrive. Those in the private equity arena now have a responsibility to support these companies in these challenging times and possibly see the rewards if the economy and its firms manage to recover from the pandemic.

Real estate safety measures

There’s an indication in the real estate sector that the pandemic has already sped up some trends substantially while other trends may be reversing. Demand for online shopping, for example, has increased and is likely to continue, while the ongoing trend towards work and living space densification is now under scrutiny. These trends differ across sectors and have diverse implications for the demand for real estate.

Nations across the globe have incorporated real estate policy changes in order to reduce the burden on tenants and, in some instances, landlords. Many decisions are being made at the state and local level in the US, and evictions have been temporarily banned by at least 34 states. At the same time, a 120-day moratorium on foreclosures from federally subsidized housing or from an estate with a federally backed mortgage loan was issued by the federal government.

Some landlords in parts of Asia have offered provisional rental rebates and discounts on rentals. Meanwhile, some countries, such as Singapore, are considering legislation that would safeguard commercial tenants who are unable to pay rent for a six month period due to the Covid-19 pandemic.


Hampton Wealth specialises in sourcing high quality, listed bonds and funds with a focus on providing returns in excess of normal off the shelf investment options.

Find out more at HamptonWealth.com

Share this post

Comments (64)

  • dublaj Reply

    You made some decent points there. I seemed on the internet for the issue and found most individuals will associate with with your website. Elsbeth Terry Steinke

    December 10, 2020 at 6:17 am
  • full hd izle Reply

    I am sure this piece of writing has touched all the internet people, its really really nice piece of writing on building up new website. Korella Hadleigh Wiersma

    January 17, 2021 at 8:05 pm
  • hd film izle Reply

    Great post! We will be linking to this great article on our site. Keep up the good writing. Perri Morgen Ty

    January 18, 2021 at 12:03 am
  • filmi full izle Reply

    Here is a superb Blog You might Uncover Fascinating that we encourage you to visit. Aarika Pren Belayneh

    January 18, 2021 at 5:58 pm
  • free sex Reply

    Only wanna input on few general things, The website layout is perfect, the articles is real fantastic : D. Helli Connie Justino

    January 21, 2021 at 6:56 pm
  • parasite Reply

    Im grateful for the post. Really thank you! Want more. Melodie Shelby Kidd

    January 29, 2021 at 8:11 pm
  • 123movies Reply

    I?m amazed, I should say. Truly rarely do I encounter a blog site that?s both educative and amusing, and also let me tell you, you have hit the nail on the head. Your idea is exceptional; the issue is something that inadequate individuals are talking intelligently around. I am extremely delighted that I came across this in my search for something connecting to this. Kalie Lowell Zobkiw

    January 30, 2021 at 5:54 am
  • watch Reply

    No matter if some one searches for his essential thing, thus he/she desires to be available that in detail, thus that thing is maintained over here. Ryann Jeremy Saw

    January 30, 2021 at 7:59 am
  • movie online Reply

    Do you have a spam problem on this website; I also am a blogger, and I was wondering your situation; many of us have created some nice practices and we are looking to trade methods with other folks, be sure to shoot me an email if interested. Jobina Nichole Latini

    January 30, 2021 at 5:45 pm
  • netflix Reply

    Hello there, I do believe your website may be having browser compatibility problems. When I look at your blog in Safari, it looks fine however, if opening in IE, it has some overlapping issues. I merely wanted to give you a quick heads up! Other than that, excellent site! Peria Griffin Jew

    January 31, 2021 at 1:49 am
  • movie online Reply

    It fascinates me to hear that we are ahead of the curve against other industries, because it feels like we are still using chisels and slate in a lot of instances. Visibility is a number one priority, as is being able to capture data and use analytics to make decisions faster. Violante Kennie Vina

    January 31, 2021 at 8:56 am
  • yabanci Reply

    Hello to every one, the contents existing at this site are really remarkable for people experience, well, keep up the nice work fellows. Lanita Creigh Coughlin

    January 31, 2021 at 3:57 pm
  • online Reply

    You made some decent points there. I looked on the net for more information about the issue and found most people will go along with your views on this web site. Nanete Pavel Kiel

    January 31, 2021 at 5:59 pm
  • 720p Reply

    Vitae quia adipisci ad consequatur voluptate aspernatur optio. Vel error iure enim atque laboriosam aliquam odio soluta. Similique possimus qui non mollitia sed est necessitatibus. Hic voluptatum id voluptatem vitae autem ex voluptas. Shoshanna Hurley Lunetta

    January 31, 2021 at 7:39 pm
  • access Reply

    I blog often and I seriously thank you for your information. The article has truly peaked my interest. I will book mark your blog and keep checking for new details about once a week. I opted in for your Feed too. Celinda Patty Baggott

    February 4, 2021 at 12:02 pm
  • yabanci Reply

    Nice post. I learn something new and challenging on websites I stumbleupon on a daily basis. It will always be helpful to read through articles from other authors and practice a little something from other web sites. Tanitansy Humbert Zrike

    February 7, 2021 at 6:09 pm
  • dublaj Reply

    Thank you so much for giving everyone remarkably breathtaking possiblity to read articles and blog posts from this blog. It is usually very excellent and also jam-packed with fun for me personally and my office mates to visit the blog on the least three times a week to read the fresh guidance you will have. And definitely, we are actually amazed considering the remarkable guidelines you give. Certain 2 areas on this page are indeed the most efficient I have ever had. Crin Aloin Lilybelle

    February 7, 2021 at 7:35 pm
  • 720p Reply

    You have made some decent points there. I checked on the net for additional information about the issue and found most people will go along with your views on this website. Camile Nicolas Craw

    February 8, 2021 at 3:03 am
  • watch Reply

    Undeniably believe that which you said. Your favorite justification seemed to be on the internet the easiest thing to be aware of. I say to you, I definitely get irked while people think about worries that they plainly do not know about. You managed to hit the nail upon the top and defined out the whole thing without having side effect , people could take a signal. Will probably be back to get more. Thanks Anne-Corinne Waldemar Cecilla

    February 8, 2021 at 5:33 am
  • dizi Reply

    As soon as I observed this website I went on reddit to share some of the love with them. Agata Car Svoboda

    February 9, 2021 at 1:14 pm
  • kesintisiz Reply

    I discovered your blog website on google and inspect a few of your early posts. Remain to keep up the excellent operate. I simply extra up your RSS feed to my MSN Information Reader. Looking for onward to learning more from you later on!? Violet Say Rangel

    February 10, 2021 at 9:08 am
  • turkce Reply

    Good post. I certainly appreciate this site. Keep it up! Bee Israel Eustashe

    February 13, 2021 at 1:08 pm
  • turkce Reply

    Hello there, I believe your blog may be having internet browser compatibility issues. When I take a look at your site in Safari, it looks fine however, when opening in Internet Explorer, it has some overlapping issues. I just wanted to give you a quick heads up! Besides that, great blog! Tania Noam Kali

    February 13, 2021 at 2:33 pm
  • turkce Reply

    Thank you for the auspicious writeup. It in fact was a amusement account it. Look advanced to more added agreeable from you! However, how could we communicate?| Marketa Garrett Hortensia

    February 13, 2021 at 3:24 pm
  • turkce Reply

    With regard to the Giffords shooting, I guess Palin and Angle got what they wanted. Their rhetoric fomented Loughner’s actions. And now Palin puts out a comment of condolences. Deep down, she condolences are insincere. Nona Abran Michi

    February 13, 2021 at 5:15 pm
  • turkce Reply

    Trader transactions are instantaneous something that does not happen with the other cryptocurrencies. Odelia Garvy Argus

    February 13, 2021 at 6:27 pm
  • turkce Reply

    Here are some of the web-sites we recommend for our visitors Chantalle Rockwell Trocki

    February 13, 2021 at 6:58 pm
  • turkce Reply

    I am actually glad to glance at this weblog posts which includes plenty of valuable facts, thanks for providing such statistics. Tessy Cullie Gayel

    February 13, 2021 at 8:16 pm
  • turkce Reply

    Attractive section of content. I just stumbled upon your weblog and in accession capital to assert that I acquire in fact enjoyed account your blog posts. Any way I will be subscribing to your augment and even I achievement you access consistently fast.| Fernandina Cord Nadeau

    February 13, 2021 at 9:55 pm
  • turkce Reply

    This is terrific! Hello there! This is my first comment here, so I just wanted to give a quick shout out and say I genuinely enjoy reading your articles. Can you recommend any other blogs/websites/forums that deal with the same subjects? Thanks. Leland Pincas Karleen

    February 13, 2021 at 11:09 pm
  • turkce Reply

    Hello there. I found your web site via Google even as looking for a similar topic, your web site got here up. It appears good. I have bookmarked it in my google bookmarks to come back then. Paige Bo Meill

    February 14, 2021 at 1:17 am
  • turkce Reply

    Asking questions are truly pleasant thing if you are not understanding anything fully, however this article offers good understanding yet. Becka Hart Dow

    February 14, 2021 at 8:42 am
  • turkce Reply

    whoah this blog is fantastic i like reading your posts. Stay up the great paintings! You realize, many people are hunting round for this information, you can help them greatly. Martina Tanney Sashenka

    February 14, 2021 at 12:26 pm
  • turkce Reply

    Hi there. I discovered your web site by means of Google while looking for a comparable matter, your website got here up. It appears to be good. I have bookmarked it in my google bookmarks to come back then. Gilli Gardner Minier

    February 14, 2021 at 2:07 pm
  • turkce Reply

    This is my first time visit at here and i am in fact pleassant to read everthing at alone place. Maryann Trumaine Morette

    February 14, 2021 at 3:30 pm
  • turkce Reply

    Good answers in return of this issue with firm arguments and telling all about that. Carlota Skippy Tatia

    February 14, 2021 at 5:08 pm
  • turkce Reply

    You are totally gorgeous on wearing that dress, I love everything about it the cut, the length, the style and color are perfect! Jazmin Rice Wilie

    February 14, 2021 at 6:41 pm
  • turkce Reply

    Thanks for the blog article. Thanks Again. Keep writing. Dominica Jay Cormick Marcelle Buiron Cohligan

    February 15, 2021 at 8:02 am
  • turkce Reply

    I blog often and I genuinely appreciate your content. This great article has really peaked my interest. I will book mark your site and keep checking for new information about once per week. I subscribed to your RSS feed as well.| Agnese Warden Gavrielle

    February 15, 2021 at 9:18 am
  • turkce Reply

    I will recommend your beautiful post site to my friends Fedora Grove Julia

    February 15, 2021 at 10:43 am
  • turkce Reply

    I truly appreciate this article. Really looking forward to read more. Really Great. Eden Emmit Zachery

    February 15, 2021 at 12:24 pm
  • turkce Reply

    You have made some decent points there. I checked on the internet for more information about the issue and found most people will go along with your views on this website. Starlene Haily Marchelle

    February 15, 2021 at 3:49 pm
  • turkce Reply

    Very neat blog article. Much thanks again. Much obliged. Anne Sigismund Jaye

    February 15, 2021 at 5:15 pm
  • turkce Reply

    This information is very important and you all need to know this when you constructor your own photo voltaic panel. Thomasa Pearce Archer

    February 15, 2021 at 7:12 pm
  • turkce Reply

    Hey there! Somebody in my Facebook group shown this amazing site here so that I came to take a look. I actually enjoy your information. I am bookmarking and will be tweeting it to my followers! Fantastic blog and outstanding styling. Christean Jerry Domineca

    February 15, 2021 at 8:00 pm
  • erotik Reply

    Howdy! This article could not be written any better! Ginni Clifford Countess

    February 16, 2021 at 3:03 am
  • erotik Reply

    I edited the code above, please try again. The double quotes before <li> Margette Dallon Aubigny

    February 16, 2021 at 4:03 am
  • erotik Reply

    hello!,I love your writing very so much! proportion we keep in touch extra about your article on AOL? I require an expert on this space to solve my problem. Maybe that is you! Looking forward to look you. Nancy Emmanuel Micco

    February 16, 2021 at 6:47 am
  • erotik Reply

    Nice blog here! Also your website loads up fast! What host are you using? Can I get your affiliate link to your host? I wish my site loaded up as fast as yours lol| Jill Locke Christen

    February 16, 2021 at 8:11 am
  • erotik Reply

    Diam nonummy nibh euismod tincidunt ut laoreet dolore magna aliquam erat volutpat. Lucy Ev Richardo

    February 16, 2021 at 10:18 am
  • erotik Reply

    Hey there, I think your site might be having browser compatibility issues. When I look at your blog site in Firefox, it looks fine but when opening in Internet Explorer, it has some overlapping. I just wanted to give you a quick heads up! Other then that, great blog!| Joella Mal Judas

    February 16, 2021 at 11:45 am
  • erotik Reply

    I enjoy the efforts you have put in this, regards for all the great content . Peria Griffin Jew

    February 16, 2021 at 2:17 pm
  • 720p Reply

    What would you suggest in regards to your submit that you made a few days in the past? Rebbecca Clevie Caleb

    February 16, 2021 at 3:28 pm
  • erotik Reply

    This post will help the internet viewers for building up new blog or even a blog from start to end. Nicolle Free Leanna

    February 16, 2021 at 5:00 pm
  • turkce Reply

    I like it when folks get together and share opinions. Great site, stick with it! Joyan Ludvig Ase

    February 16, 2021 at 5:43 pm
  • erotik Reply

    I like reading through an article that can make men and women think. Also, many thanks for allowing for me to comment! Cynde Shelden Winthorpe

    February 16, 2021 at 6:42 pm
  • turkce Reply

    Remarkable! Its truly remarkable article, I have got much clear idea about from this piece of writing. Moira Tull Kyla

    February 17, 2021 at 4:50 am
  • erotik Reply

    I have learn several excellent stuff here. Certainly worth bookmarking for revisiting. I wonder how so much attempt you set to make this type of excellent informative website.| Gabriellia Vincent Gaile

    February 17, 2021 at 8:34 am
  • 샌즈카지노 Reply

    You made some decent points there. I looked on the internet for the topic and found most persons will consent with your site. Stafani Ichabod Brindle Petronilla Hurley Lentha

    February 17, 2021 at 11:28 am
  • 샌즈카지노 Reply

    Awesome things here. I am very satisfied to look your post. Patsy Arron Weiman

    February 17, 2021 at 12:52 pm
  • erotik Reply

    This excellent website really has all of the information I needed about this subject and didn?t know who to ask. Isobel Wallis Salena

    February 17, 2021 at 1:50 pm
  • erotik Reply

    you are really a good webmaster. The web site loading pace is incredible. Fianna Roley Evangelia

    February 17, 2021 at 4:12 pm
  • erotik Reply

    Thanks again for the article. Thanks Again. Keep writing. Heloise Weidar Elvera

    February 17, 2021 at 5:34 pm
  • erotik Reply

    Right away I am ready to do my breakfast, once having my breakfast coming over again to read more news. Jeanne Teodorico Libbna

    February 17, 2021 at 8:47 pm

Leave a Reply

Your email address will not be published. Required fields are marked *