>The biggest risk for corporate assets isn't the direct impact of the lockdown. It's whether the experience leads to any permanent changes in people's behavior.
Note that this is a risk for specific corporate assets, but less so for corporate assets as a whole. The things people are shifting their spending to generate offsetting profits in other companies; if we're buying electronics instead of airfare, this is good for electronics manufacturers and distributors and bad for airlines. If we own both, then this shift matters a lot less.
Note that this is a risk for specific corporate assets, but less so for corporate assets as a whole. The things people are shifting their spending to generate offsetting profits in other companies; if we're buying electronics instead of airfare, this is good for electronics manufacturers and distributors and bad for airlines. If we own both, then this shift matters a lot less.