Post-Covid Consumer Stocks

Covid-19 may have long-term implications on the way we consume things. We’ve discussed with fund managers where the biggest opportunities in the sector are.

Annalisa Esposito 30 July, 2020 | 10:59AM

Amazon

The Covid-19 crisis has driven some fundamental changes in consumption patterns. Initially people panic-bought toilet papers and eggs, leaving supermarkets shelves empty, then there was a huge demand for bicycles and office equipment, as people tried to adapt themselves to the new “normal”.

“I grew up in communist Poland, so I remember empty shelves from my childhood, but I never thought I would have seen that in London,” says Aneta Wynimko, manager of the Fidelity Global Consumer Industries fund.

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About Author

Annalisa Esposito  is a data journalist for Morningstar.co.uk

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