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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