Brinton Johns of NZS Capital considers how Covid has accelerated the shift to a digital economy and which companies will benefit from the changes.

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’.