Both the IMF and the OECD have assumed so far that, as a first approximation, it should be unaffected.
However, one could argue that we may be at the beginning of a major structural change, certainly in the financial sector and perhaps in the economy as a whole: uncertainties over the recovery of demand and the process of deleveraging in the financial sector could hamper not only investment but also the accumulation of human capital and innovation, with likely negative effects on potential output growth.