Since the eruption of the COVID-19 crisis, the market has had to place a tidal wave of liquidity driven by central bank policies while pricing in a whole new set of stock-specific risks.

One of the obvious patterns to emerge is the relative fortunes of the stock prices of COVID-19 'winners and losers'.

This we know. And therefore you should give thought to the possibility that these COVID dynamics are now substantially priced in. If the answer is that 'yes', the next question is whether you are raking through the rubble of the sectors that have been hammered. This leads you to REITs.

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