En tredjedel af den amerikanske økonomi går i stå, hvis forbrugerne undlader at mødes i det offentlige rum, herunder i butikscentre, vurderer Goldman Sachs. Men stor forskel på de ramte sektorer. At være selektiv har også i denne situation betydning for investorer.
Uddrag fra Goldman Sachs:
Most of the virus-induced drag on US GDP growth will likely occur via spillover effects from foreign suppliers and consumers. However, nearly 1/3 of US activity would be at risk if consumers start to avoid public gatherings. The hit to most sectors would be minor, but some (such as entertainment and travel) may be more severely affected. For investors, selectivity appears important as ever.
