Brinton Johns

There will be no return to normal, say the team at NZS Capital. Instead they see a continuation of the digitisation trend in which the winners exhibit “non-zero-sumness”.

Business models are adapting to the new digital world. So must investment firms. In this video, Brinton Johns and Joe Furmanski of NZS Capital discuss what we can learn from bees and why it’s important to build resilience and optionality in a portfolio.

In the final event of our virtual Big Picture Series, Jupiter fund managers discuss how Covid-19 has accelerated existing trends. Mark Heslop, Richard Watts, Brinton Johns and Guy de Blonay share their views and answer questions from our CIO Stephen Pearson about how this ‘double disruption’ shapes their investment approach.

‘Disruption' was a hot topic long before most of us had even heard the word 'coronavirus.' From geopolitical dislocations, to the discourse about the relationship between business, society, and the environment, to the dramatic challenges to old business models from newer, technology-enabled players, the world was already rapidly changing. Then came the most serious global public health emergency in living memory. Here is how four of our fund managers approach this ‘double disruption’.