From a long-term investment perspective, the unprecedented global crisis caused by the Covid-19 pandemic brings along both challenges and opportunities, which constitute two sides of the same coin for institutional investors such as pension funds.
Beyond the unavoidable market turmoil, the Covid-19 crisis will impact the future macroeconomic and societal state of the world, with tremendous implications for asset owners. From an economic point of view, they will need to adapt to a new era, characterised by the comeback of Central Banks’ Quantitative Easing programmes, the increase of inflation volatility, if not inflation itself, and the threat of “deglobalisation”. From a societal perspective, institutional investors will have to cope with the numerous uncertainties surrounding the low-carbon transition and the struggle against global inequalities.
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