Covid-19 winners - which sectors have benefitted from forced disruption?

Shifting consumer trends

Marcus Morris-Eyton of Allianz Global Investors

Marcus Morris-Eyton of Allianz Global Investors

Covid-19 has been a game changer, and will profoundly alter the way we live and work. It has taken the level of technological disruption to a pace quicker than any of us could have imagined, which creates both opportunities and risks for investors alike.

As more of us increasingly rely on our digital infrastructure to work, communicate and automate processes, we are witnessing a growing divide between those companies who have invested in their technological capabilities and those whose business models look increasingly outdated. Those with digital mindsets have been able to benefit from the crisis through their agility, speed, and data driven processes to take market share off weaker peers at a quicker pace than ever. Beyond Tesla: Investing in electric car technology It should therefore be seen as no coincidence that the past few ...

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