Have You Found Investment Opportunities in the Pandemic?
The pandemic and wave of innovation have increased opportunities for investors to identify potential winners and losers of change.
February 16, 2021
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The Covid-19 pandemic, stay-at-home orders and economic shutdowns have accelerated the pace at which leading companies use innovation to disrupt business models and entire industries. Both the pandemic and this wave of innovation have increased opportunities for investors to potentially add value by establishing long positions in companies that are driving change and short exposure to the victims of innovation.
Five Changes Resulting from the Pandemic
Disruption of business models and consumer behavior extended across economic sectors during the pandemic. Examples include: