Equity Development

‘Digitalisation’ is using technology to optimise all aspects of a company: best known exponents are Amazon and Apple. David O’Brien, over just 7 mins, explains its importance and why companies are having to change so rapidly in the crisis, plus mentioning examples on AIM in the logistics and power supply segments.

A big question and a big sector but Chris Wickham, Equity Development’s number 1 rated consumer analyst, shares his views and finds an unusual comparison for the development of this social crisis. 14 mins of discussion on how consumer habits have changed and why retailers and hospitality providers have no choice but to adapt.Companies discussed include Amazon, Netflix, Gear4music, Boohoo, Ocado, Cake Box and UPGS - and Chris thinks that strong trading performance of high quality online models will continue long after lockdowns cease.

Which firms are best positioned to help provide finance?Experienced analyst Paul Bryant looks at why Active fund managers can reclaim lost ground vs Passives and ETFs, ESG’s ever increasing importance, outsourcing in the sector, and which lenders can help companies through the crisis.