The first thing in my mind will be the rich and poor. There is no middle class, middle upper class, lower class and eventually the 1% will drag far away from the 99%.
The developed countries will have a bigger gap as they have the resources and talents.
I think technology will still out shine. But next will be back to the essentials like Food, healthcare, transportation, energy but properties may be a challenge as fallen birthday rate and flexible working style after COVID period.
Is something that cannot be avoid but I also don’t feel good about it.
We are not in hurry to reposition our portfolio. But we will keep an eye from today on energy, healthcare, food and transportation from now on.
J&J Investment Co. 
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