4 beaten down sectors (and if now’s the time to buy)

The ramifications of Covid-19 have been felt across economies around the globe, however, it has become evident that not all sectors have been treated equally. With extended lockdown and border closures looking set to continue, is there any hope for the most vulnerable industries? Tourism, REITs, banks and energy have all fallen victim to the shocks in consumer spending, government policy and travel restrictions brought about by the pandemic.

Despite these short-term hardships however, there’s an abundance of value and opportunity for the patient investor willing to dig into some of these distressed pockets of the market, explain Matt Williams from Airlie Funds Management and Sean Fenton from Sage Capital. In this thematic, Matt and Sean discuss whether they are bullish or bearish across the four worst affected sectors, as well as the stocks that are set to benefit from a return to relative normality.

Visit Livewire Markets to access the edited transcript or podcast for this episode.

Note: This episode was filmed on 7 October 2020.