Market Thinking

making sense of the narrative

Market Thinker – Digitalisation

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The latest Market Thinker piece is up at CityWIre. Continuing our look at thematic investing, we consider the case for a broad portfolio based around digitaisation.

The Market Thinker: Devil is in digitalisation details and post-disruption plays

The link to their site is here.

https://citywireselector.com/news/the-market-thinker-devil-is-in-digitalisation-details-and-post-disruption-plays/a1554639

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