COVID-19 Cross-Sector Impact - Thematic Research

COVID-19 Cross-Sector Impact - Thematic Research

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.

Key Highlights

  • According to Johns Hopkins University data, by 2 December 2020, COVID-19 has claimed 1,460,000 lives. The pandemic forced governments to impose rigid lockdowns that essentially shut down the worldwide economy for many months. With the exception of 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.


  • Introduction
    • Sector analysis
    • Introduction
    • Infection Rates Continue to Rise
    • Hiring prospects appear to have been good in 2021
    • Nearly 45% of employees report an increase in productivity during WFH
    • Most offices will return to at least 50% capacity in the next six months
    • Only three in 10 employees prefer to visit their office daily after the pandemic
    • Technology will continue to change the way we work over the next three years
    • Many respondents continue to work from home full-time
    • No commute and flexible hours are key benefits of remote work
    • Lack of social stimuli and unplugging after work are big challenges for remote workers
    • AI is expected to change the way people will work
  • Sector Summaries
    • Sector insight summaries
  • Cross-Sector Indices
    • Most sectors now exceed January 2020 valuations
    • Equity indices have recovered across sectors
    • M&A volumes have recovered for many sectors; outlook for 2022 remains strong
    • Monthly M&A volumes
    • News, jobs, and filing sentiments have turned positive in most sectors
    • Active jobs have recovered for most sectors
    • News sentiment
    • Quarterly filings sentiment
    • Notes
  • Sector Analysis
    • Sectors covered
  • Aerospace, Defense & Security (ADS)
    • ADS COVID-19 overview
    • ADS COVID-19 sub-sector impact
    • ADS COVID-19 value chain impact
    • ADS COVID-19 mitigation strategies
    • Defense thematic scorecard
    • ADS COVID-19 polls
    • ADS COVID-19 further reading
  • Apparel
    • Apparel value chain impact
    • Apparel sub-sector impact
    • Apparel mitigation strategies
    • Apparel COVID-19 further reading
  • Automotive
    • Automotive sub-sector impact
    • Automotive value chain impact
    • Automotive mitigation strategies
    • Vehicle manufacturing thematic scorecard
    • Automotive COVID-19 further reading
  • Banking, Payments & Wealth Management
    • Banking & payments
  • Banking
    • Banking sub-sector impact
    • Banking value chain impact
    • Banking mitigation strategies
    • Retail banking thematic scorecard
    • Banking COVID-19 further reading
  • Payments
    • Payments sub-sector impact
    • Payments value chain impact
    • Payments mitigation strategies
    • Payments thematic scorecard
    • Payments COVID-19 further reading
  • Wealth Management
    • Wealth management sub-sector impact
    • Wealth management value chain impact
    • Wealth management mitigation strategies
    • Wealth management thematic scorecard
    • Wealth management COVID-19 further reading
  • Construction
    • Construction sub-sector impact
    • Construction mitigation strategies
    • Construction thematic scorecard
    • Construction COVID-19 further reading
  • Consumer
    • Consumer sub-sector impact
    • Consumer value chain impact
    • Consumer mitigation strategies
    • Consumer thematic scorecard
    • Consumer COVID-19 further reading
  • Foodservice
    • Foodservice COVID-19 sub-sector impact
    • Foodservice COVID-19 value chain impact
    • Foodservice COVID-19 mitigation strategies
    • Foodservice thematic scorecard
    • Foodservice COVID-19 further reading
  • Healthcare
    • Healthcare sub-sector impact
    • Healthcare value chain impact
    • Healthcare mitigation strategies
    • Healthcare thematic scorecard
    • Healthcare COVID-19 polls
    • Healthcare COVID-19 further reading
  • Insurance
    • Insurance sub-sector impact
    • Insurance value chain impact
    • Insurance mitigation strategies
    • Insurance thematic scorecard
    • Insurance COVID-19 further reading
  • Medical
    • Medical sub-sector impact
    • Medical value chain impact
    • Medical mitigation strategies
    • Medical thematic scorecard
    • Medical COVID-19 further reading
  • Mining
    • Mining COVID-19 commodity impact
    • Mining value chain impact
    • Mining mitigation strategies
    • Mining thematic scorecard
    • Mining COVID-19 further reading
  • Oil & Gas
    • Oil & Gas value chain impact
    • Oil & Gas mitigation strategies
    • Oil & gas thematic scorecard
    • Oil & Gas COVID-19 further reading
  • Packaging
    • Packaging sub-sector impact
    • Packaging value chain impact
    • Packaging mitigation strategies
    • Packaging thematic scorecard
    • Packaging COVID-19 further reading
  • Pharma
    • Pharma sub-sector impact
    • Pharma value chain impact
    • Pharmaceutical mitigation strategies
    • Pharma thematic scorecard
  • Power
    • Power sub-sector impact
    • Power value chain impact
    • Power mitigation strategies
    • Power thematic scorecard
    • Power COVID-19 further reading
  • Retail
    • Retail sub-sector impact
    • Retail value chain impact
    • Retail mitigation strategies
    • Retail thematic scorecard
    • Retail COVID-19 further reading
  • Smart cities
    • Smart city sub-sector impact
    • Smart city mitigation strategies
  • Sports
    • Sport value chain impact
    • Sport mitigation strategies
  • Technology & Telecoms
    • Technology
  • Enterprise Technology & Services
    • Enterprise Technology & Services sub-sector impact
    • Enterprise technology & services value chain impact
    • Enterprise Technology & Services mitigation strategies
    • IT services thematic scorecard
    • IT infrastructure thematic scorecard
    • Enterprise technology COVID-19 further reading
  • Telecom: Consumer Services & Technology
    • Telecom: Consumer services & technology sub-sector impact
    • Telecom: Consumer services & technology value chain impact
    • Telecom: Consumer services & technology mitigation strategies
    • Telecom services thematic scorecard
    • Telecom infrastructure thematic scorecard
    • Telecom & technology COVID-19 further reading
  • Travel & Tourism
    • Travel & Tourism COVID-19 sub-sector impact
    • Travel & Tourism COVID-19 value chain impact
    • Travel & Tourism COVID-19 mitigation strategies
    • Lodging thematic scores L
    • Airlines thematic scores A
    • Travel & Tourism COVID-19 further reading
  • Appendices
    • Our thematic research methodology
    • About GlobalData
    • Trusted intelligence in uncertain times

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
Cookie Settings