The role of secure income assets post-COVID-19

The impact of the global pandemic is expected to influence the world around us, long after its eradication.

We have previously commented on the potential changes to industry precipitated by the crisis. Obvious primary effects could include the way in which we shop, travel, socialise and work. There may also be secondary and tertiary effects that will become clearer over time. A trend that we see accelerating is the disintermediation of banks and companies seeking access to broader sources of funding as a result. In our view, this is where secure income assets1 can play a crucial role.