Powering past pandemic fatigue: Who will be the winners from the UK's lockdown lifting?

The sectors to watch out for

clock • 4 min read
Rory Bateman of Schroders

Rory Bateman of Schroders

The UK continues its steady emergence from lockdown. Shops, gyms and outdoor hospitality reopened in April, with hotels, cinemas and indoor dining now following suit. All being well, further restrictions could be lifted in June.

The lockdowns of the last year have undoubtedly benefited online grocers and food delivery services. But we have reached a crucial moment for the economy and for companies. This is the moment where we find out the extent of "pandemic fatigue" and the degree to which consumers are willing to get out and spend. Anecdotally at least, the signs so far look very encouraging. Pent-up demand within the hospitality sector Hospitality should be an important beneficiary of pent-up demand as people start to socialise again. Companies who are financially strong, with premises in the best loc...

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