Aquí un extracto de los 8 cambios que ocurrirán en la economía y los mercados según Seth Klarman en su última carta.
1.Acceleration of the digitalization of the U.S. and global economies
2. New ways of working, learning,and providing healthcare
3.Partial reversal of globalization and the development of an American industrial policy
4.Reckoning with the life and death implications of inequality
5.Real Estate becomes more challenged as an asset class with deteriorating fundamentals for
retail, hotel, and possibly office properties
6. COVID 19 forces humanity to reorganize it s priorities and better prepare for risk
7. “The Fauci Effect” –renewed confidence in experts, science , and truth, and a desire to serve society
8. Declining dominance of capital over labor
A partir de la página 6 de la carta explica cada uno de estos cambios:
