The ability for companies to pivot their offering to a more digitally focused strategy is likely to determine their longevity, with COVID-19 accelerating the pace of change.
It’s one of the biggest questions global fund managers are asking chief investments officers and chief executives of the companies they’re investing in – what’s the company’s strategy for the digital age, and what’s required to achieve this?
To put it simply, without a digital strategy, a company will not just be surviving; it will die.
For investors, the COVID shock is best viewed as a forced experiment, compelling much of the economy online, into the digital sphere, and offering an opportunity to assess what works and what doesn’t.
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The views expressed are her own and do not consider the circumstances of any investor.
