Transformation Through Technology
In response to the pandemic, companies are scrambling to digitize their business. For investors, what differentiates the few that are poised to excel?
We are in the midst of a decades-long cycle of structural growth driven by technological innovation and change. Now the lines between technology and other parts of the economy are blurring, reshaping the competitive landscape locally and globally, and challenging incumbents and investors to keep up or fall behind. Amid this transformation, we see three growth themes emerging from the most competitively positioned companies.