Michael Gobitschek

The coronacrisis has hit the real estate sector hard. Much of the damage could prove to be permanent, as underlying trends are now accelerating and consumer behaviour could change permanently, says Michael Gobitschek, manager of the Skagen M2 fund.

‘Will we still travel as much as before the virus outbreak In two years’ time, for example? And we may be working from home a lot more’, Gobitschek asks.