The Great Reset: A Framework for Investing After COVID-19
How should investors think about investing after COVID-19? Are companies well-positioned to create real value and develop more resilient supply and distribution systems? Will the markets embrace imminent disruption across industries and newly created opportunities? In this report, Goldman Sachs Research explores these topics and provides a framework for the post-COVID-19 investing environment across three phases (preservation, consolidation and innovation) that capture the structural dynamics of the competitive environment.
The paper also reviews four key themes (resiliency, sticky learning, risk based market segmentation, and regulatory resets) that are likely to drive change across those phases in the post-COVID-19 environment. In the absence of greater medical and legal certainty, navigating the business and investing landscape post-COVID-19 will require a deeper understanding of the complex and shifting currents of changes and the structure within which they are occurring.