Those of us based in the US and particularly in hard-hit states like New York have been keeping a close eye both on news about reopening our states, and on infection rate data across the country, to help us understand what the coming months may look like.
Around the world, countries are very different stages of infection and recovery. For investors there are lessons to be learned from around the world given the different timelines and approaches for managing the pandemic, and varying strategies for recovery.
With each week that goes by, we can use foot traffic data to see how different industry sectors are faring in different parts of the globe. Our Global Sector Tracker provides both a snapshot of where we are today and a window into where we may end up.
The map shows, on a country by country basis, the sector that has performed best in comparison with the previous week.
While the map shows only the high-level sector aggregated data, we are simultaneously tracking this information using per industry, subindustry, ticker, brand and even store level data.
With each week that passes, the data reveals more as we start to see trends and map these to other key data for the country in question, in addition to infection rates, such as the major industries in that country