COVID-19 Cross-Sector Impact - Thematic Research (July 2020)

COVID-19 Cross-Sector Impact - Thematic Research (July 2020)

Summary

This report analyzes the impact of COVID-19 across industry sectors. It provides side-by-side analysis of alternative datasets to present you with unique quantitative analysis of the effects of COVID-19 and how these differ across sectors. We also provide qualitative analysis of each sector and analyse COVID-19’s impact on leading companies.

According to John Hopkins University data, by 28 July 2020, COVID-19 had infected more than 16.4 million people and claimed 650,000 lives. The pandemic forced governments to impose rigid lockdowns that essentially shut down the worldwide economy for many months. With the exception of India and China, all major economies are expected to shrink this year. Unemployment levels have increased at jaw-dropping rates.

The COVID-19 recession has not been caused by a demand shock, rather, it is a policy-driven supply shock designed to save people’s lives. Consequently, the strategies-of governments and companies-that will be used in the economic recovery could be different from previous recessions.

Despite the substantial uncertainty regarding the economic downturn, this could well be the first recovery with a focus on sustainability. The human cost of COVID-19 extends beyond infection and into the broader economy. Companies that ignore social, environmental and governance issues could face significant customer backlash. Governments are already showing signs that sustainability-particularly green energy-will feature strongly in stimulus programs.

The way we live our lives has been changed permanently. However, the extent to which human life will change will be affected by two competing factors: the longevity of COVID-19’s presence and the speed with which a vaccine is developed. Most enterprises successfully transitioned to work from home; few will revert back to pre-COVID-19 practices. Many staff will opt to work from home at least part of the week. There will be ramifications for the way we plan our future cities and future transportation networks, as well as for the commercial property sector.

Scope

  • Up to date major trunk or transmission oil and gas pipelines length data by major regions globally, outlook of the planned and announced pipeline length up to 2023
  • Annual breakdown of new-build capex on planned and announced pipelines by major regions globally for the period 2019 to 2023
  • New-build pipeline length and capital expenditure by key countries and companies globally
  • Regional new-build capex outlook for planned and announced pipelines by key countries and companies
  • Details of major new-build pipelines expected to start operations over the next four years by commodity (crude oil, natural gas, NGL and petroleum product pipelines)
Reasons to Buy
  • Analyze the impact of COVID-19 across industry sectors
  • Side-by-side analysis of alternative datasets to present you with unique quantitative analysis of the effects of COVID-19 and how these differ across sectors.
  • We also provide qualitative analysis of each sector and analyse COVID-19’s impact on leading companies.


  • Introduction
    • Few employees want to return to offices full-time
  • Focus on Smart Cities
    • The changing face of office work has pros and cons for all
    • COVID-19 will accelerate office automation, which was already well underway
    • Companies will increasingly be assessed on their sustainability performance
    • Businesses must develop short, medium and long-term strategies
  • Sector Summaries
    • Sector insight summaries
  • Cross-sector indices
    • A few sectors are returning to January's valuations; others face long-term pain
    • Equity indices show markedly different performance across the sectors
    • Since January 2020, M&A volumes have fallen off a cliff
    • Monthly M&A volumes
    • News flow in many sectors is turning positive, but this is not reflected in filings sentiment or jobs markets
    • Active jobs have fallen across all sectors
    • News sentiment
    • Quarterly filings sentiment
    • Notes
  • Winners and losers
    • Sector winners and losers
  • Sector analysis
  • Aerospace, Defense & Security
    • Aerospace, Defense & Security COVID-19 overview
    • Aerospace, Defense & Security COVID-19 impact assessment
    • Aerospace, Defense & Security COVID-19 sub-sector impact
    • Aerospace, Defense & Security COVID-19 value chain impact
    • Aerospace, Defense & Security COVID-19 mitigation strategies
    • Aerospace, Defense & Security COVID-19 thematic scores
    • Aerospace, Defense & Security COVID-19 polls
    • Aerospace, Defense & Security COVID-19 further reading
  • Apparel
    • Apparel impact assessment
    • Apparel value chain impact
    • Apparel sub-sector impact
    • Apparel mitigation strategies
    • Apparel COVID-19 thematic score
    • Apparel COVID-19 further reading
  • Automotive
    • Automotive impact assessment
    • Automotive sub-sector impact
    • Automotive value chain impact
    • Automotive mitigation strategies
    • Automotive COVID-19 thematic scores
    • Automotive COVID-19 further reading
  • Banking, Payments & Wealth Management
    • Banking & Payments
  • Banking
    • Banking impact assessment
    • Banking sub-sector impact
    • Banking value chain impact
    • Banking mitigation strategies
    • Banking COVID-19 thematic scores
    • Banking COVID-19 further reading
  • Payments
    • Payments impact assessment
    • Payments sub-sector impact
    • Payments value chain impact
    • Payments mitigation strategies
    • Payments COVID-19 thematic score
    • Payments COVID-19 further reading
  • Wealth management
    • Wealth management impact assessment
    • Wealth management sub-sector impact
    • Wealth management value chain impact
    • Wealth Management mitigation strategies
    • Wealth Management COVID-19 thematic score
    • Wealth Management COVID-19 further reading
  • Construction
    • Construction impact assessment
    • Construction sub-sector impact
    • Construction mitigation strategies
    • Construction COVID-19 thematic scores
    • Construction COVID-19 further reading
  • Consumer
    • Consumer impact assessment
    • Consumer sub-sector impact
    • Consumer value chain impact
    • Consumer mitigation strategies
    • Consumer COVID-19 thematic score
    • Consumer Goods COVID-19 further reading
  • Foodservice
    • Foodservice COVID-19 impact assessment
    • Foodservice COVID-19 Sub-sector impact
    • Foodservice COVID-19 value chain impact
    • Foodservice COVID-19 mitigation strategies
    • Foodservice COVID-19 thematic score
    • Foodservice COVID-19 further reading
  • Healthcare
    • Healthcare impact assessment
    • Healthcare sub-sector impact
    • Healthcare value chain impact
    • Healthcare mitigation strategies
    • Healthcare COVID-19 thematic score
    • Healthcare COVID-19 polls
    • Healthcare COVID-19 further reading
  • Insurance
    • Insurance impact assessment
    • Insurance sub-sector impact
    • Insurance value chain impact
    • Insurance mitigation strategies
    • Insurance COVID-19 thematic score
    • Insurance COVID-19 further reading
  • Medical
    • Medical impact assessment
    • Medical sub-sector impact
    • Medical value chain impact
    • Medical mitigation strategies
    • Medical COVID-19 thematic score
    • Medical COVID-19 further reading
  • Mining
    • Mining impact assessment
    • Mining COVID-19 commodity impact
    • Mining value chain impact
    • Mining mitigation strategies
    • Mining COVID-19 thematic score
    • Mining COVID-19 further reading
  • Oil & Gas
    • Oil & Gas impact assessment
    • Oil & Gas value chain impact
    • Oil & Gas mitigation strategies
    • Oil & Gas COVID-19 thematic score
    • Oil & Gas COVID-19 further reading
  • Packaging
    • Packaging impact assessment
    • Packaging sub-sector impact
    • Packaging value chain impact
    • Packaging mitigation strategies
    • Packaging COVID-19 thematic score
    • Packaging COVID-19 further reading
  • Pharma
    • Pharma impact assessment
    • Pharma sub-sector impact
    • Pharma value chain impact
    • Pharmaceutical mitigation strategies
    • Pharma COVID-19 thematic score
  • Power
    • Power impact assessment
    • Power sub-sector impact
    • Power value chain impact
    • Power mitigation strategies
    • Power COVID-19 thematic score
    • Power COVID-19 further reading
  • Retail
    • Retail impact assessment
    • Retail sub-sector impact
    • Retail value chain impact
    • Retail mitigation strategies
    • Retail COVID-19 thematic score
    • Retail COVID-19 further reading
  • Smart cities
    • Smart Cities impact assessment
    • Smart city sub-sector impact
    • Smart city mitigation strategies
    • Smart cities' COVID-19 thematic scores
  • Sports
    • Sports impact assessment
    • Sport value chain impact
    • Sport mitigation strategies
    • Sport COVID-19 thematic score
  • Technology & Telecoms
    • Technology
  • Enterprise Technology & Services
    • Enterprise Technology & Services impact assessment
    • Enterprise Technology & Services sub-sector impact
    • Enterprise Technology & Services value chain impact
    • Enterprise Technology & Services mitigation strategies
    • Enterprise Technology & Services COVID-19 thematic score
    • Enterprise Technology COVID-19 further reading
  • Telecom: Consumer Services & Technology
    • Telecom: Consumer Services & Technology impact assessment
    • Telecom: Consumer Services & Technology sub-sector impact
    • Telecom: Consumer Services & Technology value chain impact
    • Telecom: Consumer Services & Technology mitigation strategies
    • Telecom: Consumer Services & Technology COVID-19 thematic score
    • Telecom & Technology COVID-19 further reading
  • Travel & Tourism
    • Travel & Tourism COVID-19 impact assessment
    • Travel & Tourism COVID-19 sub-sector impact
    • Travel & Tourism COVID-19 value chain impact
    • Travel & Tourism COVID-19 mitigation strategies
    • Travel & Tourism COVID-19 thematic score
    • Travel & Tourism COVID-19 further reading

Download our eBook: How to Succeed Using Market Research

Learn how to effectively navigate the market research process to help guide your organization on the journey to success.

Download eBook