Schroders: Where to invest post COVID-19 pandemic

The global asset manager, Schroders, has been closely monitoring the markets amidst the chaos caused by the COVID-19 pandemic. David Docherty, Thematic Investment Director at Schroders, recently sat down with CNBC Africa to discuss long-term investment opportunities in the post-pandemic world. Amidst the uncertainties and market fluctuations, Docherty shed light on some key areas that investors can consider. As the world grapples with the aftermath of the pandemic and seeks stability, the insights provided by Docherty offer a glimpse into the potential areas for growth and investment. One of the key themes highlighted by Docherty during the interview was the importance of strategic planning in the face of economic uncertainties. He emphasized the need for investors to look beyond the immediate chaos and focus on long-term strategies that can withstand market volatilities. According to Docherty, having a well-thought-out plan can help investors navigate the unpredictable market conditions and capitalize on emerging opportunities. Docherty pointed out three key points that investors should consider when evaluating post-pandemic investment opportunities. Firstly, he highlighted the significance of technology and innovation in driving growth in the new normal. The accelerated digital transformation brought about by the pandemic has created opportunities in areas such as e-commerce, fintech, and telemedicine. Investors who position themselves in these sectors stand to benefit from the ongoing digital revolution. Secondly, Docherty underscored the resilience of healthcare and pharmaceutical industries in the wake of the pandemic. The increased focus on healthcare infrastructure and medical research has paved the way for investment prospects in companies involved in vaccine development, medical technology, and healthcare services. As the world prioritizes health and well-being, investments in the healthcare sector are expected to yield promising returns. Lastly, Docherty discussed the opportunities presented by sustainable investing post-COVID-19. The pandemic has highlighted the importance of environmental, social, and governance (ESG) factors in investment decision-making. Companies that prioritize sustainability and demonstrate responsible business practices are likely to outperform in the long run. Investors looking to align their portfolios with sustainable values can explore ESG-focused funds and securities. In a poignant moment from the interview, Docherty left the audience with a thought-provoking quote: 'In times of uncertainty, it is crucial to have a strategic plan in place to weather the storm and seize opportunities as they arise.' This message resonates with investors navigating the turbulent markets and seeking clarity amidst the chaos. By adopting a strategic and forward-thinking approach, investors can position themselves for long-term success in a post-pandemic world filled with transformation and opportunities. As Schroders continues to monitor the market developments and identify investment trends, Docherty's insights serve as a valuable guide for investors looking to capitalize on the shifting landscape of the global economy post-COVID-19.