September 1, 2020
The last six months have been profoundly transformational, with the COVID-19 shock acting as an accelerant for the digitisation of the economy. This radical transition is especially advantageous for asset-light business models in the tech, health care and communications sectors.
This article, from Epoch Investment Partners, outlines its firm conviction that “data is the new oil” and, as such, digital platforms, with their economies of scale and low marginal costs, are most likely to be the future investment winners as ‘bits’ increasingly replace ‘atoms’.
To read the article and complete the CPD quiz, click here.