Investor Insights

How Should Investors Adjust Expectations in the Post-Pandemic Landscape?

Daniel Gerard, senior multi-asset strategist, State Street Global Markets

October 2020

Central banks and governments are facing many challenges as they consider how to stimulate the economy post COVID-19.

With the pandemic hitting at a time of historically low interest rates, governments intervening through loan guarantees and a banking system grappling with falling loan demand, policymakers have limited options on the table.

So, what can investors expect to see over the next 12 months and beyond, and how should they adjust expectations?