Yarrow's five themes to outlast the coronavirus crisis

Following a strong recovery after record lows in March, the UK stockmarket has drifted back a little over the summer months.

However, coronavirus cases are on the rise again, casting a shadow over the economic outlook, particularly over the consumer sector. A second wave of the virus looks likely along with prolonged recessionary conditions. On top of this is the ongoing trade war between the US and China, while the possibility of a no-deal Brexit looms. Hugh Yarrow co-manager of the Evenlode Income fund, says five key corporate themes have emerged or accelerated as a result of the crisis, and are also likely to outlast it. Health and Hygiene Lockdown has had a huge impact on healthcare companies arou...