Momentum Investments Economies at a glance and summary of indices - February 2021

03 March 2021 Momentum Investments

Johann van Tonder, Economist at Momentum

Herman van Papendorp, Head of Investment Research & Asset Allocation at Momentum Investments

To download the Economies at a glance report in PDF for February, click here

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Covid-19 may accelerate certain industry trends. What are we likely to see?

	Adoption of contactless technologies and digital experiences will likely be accelerating emerging technologies further
	The consumer will expect safety and precautionary measures, driving the need for enhanced surveillance policies and technologies, which may pose potential privacy concerns
	Rising activism among consumers and employees could drive an increased focus on corporate purpose
	Value chain disruption is likely to lead to an increase in creative partnerships, which may in turn cause organisations to further invest in developing the mindset and agility to collaborate across sectors in the ecosystem
	Cost management will be a critical priority to ensure business continuity based on cash flow requirements, to manage lower margins and revenues during a downturn

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