Nick Griffin, CIO at Munro Partners, writes for Money Management:

Earnings growth drives stock prices. It’s a truism that holds through all market conditions and all cycles, and the COVID-19 induced market volatility is no exception.

It is important for investors to look through the volatility, beyond the short-term gyrations, and to focus on the companies that will be better off on the other side of this crisis.

If there has been one consequence of COVID-19 that everyone can agree upon, it is the impact it has had on digital enterprise, and the way it has accelerated the take-up of technology. Zoom, Webex and Microsoft Teams, among others, are now mainstream meeting tools that have become the mainstay of business continuity. Our children are learning from home with them as well.

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