Chris Iggo, Chief Investment Officer, Chris St John, UK portfolio manager, Nigel Yates, UK portfolio manager
The impact of the Covid-19 pandemic has hit businesses across the globe. It has shown up how tight supply chains actually are, leaving some sectors and industries struggling with shortages and order book backlogs.
But there have also been winners
An acceleration of digitalisation and technological disruption have opened up new opportunities, as has the need for home working during lockdown.
While certain sectors might have seen some upside, join us as we discuss why a sector-agnostic bottom-up approach to investing in equities helps to pick the disrupters from the disrupted.
Our next webinar with Axa Investment Managers will:
- Provide an understanding of how investing in the UK stock market offers investors international exposure
- Define the opportunities that can be found through active stock picking
- Illustrate the long-term trends that have been accelerated by the pandemic