One can only speculate how the world will look like after the coronavirus epidemic. But some of the macroeconomic and consumer trends we can observe already now.
Using alternative data such as sentiment and search behaviour, I will outline several emerging trends and translate them into scenarios, which can be used to assess stock portfolios in terms of their resistance in the post-corona world. I will address factors such as quality and sustainability, but also other, new post-corona factors will play important role in immunising your stock portfolio against corona effects.
Finally, I will touch upon risk and modelling challenges of recently observed negative oil prices.
