Malcolm Schembri: Investor focus on 'Covid winners' detracts from real growth story

clock • 4 min read

Pre-Covid-19, a whopping 92% of companies feared they were getting disrupted. It is this more than the short-term effects of the pandemic that will determine investment returns for the rest of the decade, writes Malcolm Schembri

The opportunity/risk of digitisation is still under-appreciated by markets today. Even before COVID-19, structural drivers were relentless. According to a recently published Pre-Covid-19 survey by McKinsey, only 8% of companies believed at the time that their current business models remained economically viable if their industry kept digitising at its current pace. A whopping 92% of companies feared they were getting disrupted. Leaders in all sectors are effectively investing at scale in technology and analytics and using this as a competitive advantage. This is one factor we use to asse...

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