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Malcolm Schembri: "It’s not so much a case of Covid winners versus losers, but secular winners versus losers."
Pre-Covid-19, a whopping 92% of companies feared they were getting disrupted. It is this more than the short-term effects of the pandemic that will determine investment returns for the rest of the decade, writes Malcolm Schembri
The opportunity/risk of digitisation is still under-appreciated by markets today. Even before COVID-19, structural drivers were relentless. According to a recently published Pre-Covid-19 survey by McKinsey,...
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