The overwhelming theme coming out of the meetings we had over reporting season was of successful companies investing in technology to improve their processes...
The overwhelming theme coming out of the meetings we had over reporting season was of successful companies investing in technology to improve their processes and engagement with customers. Even old world sectors, like construction, are using technology to monitor the progress of jobs and turn data in to information that front line employees can use to improve decision making. Similarly, consumer facing stocks are becoming increasingly sophisticated in measuring customer engagement and loyalty and using technology to generate repeat business from existing customers. We are seeing more and more companies where innovative use of technology is at the heart of their competitive advantage.
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What worked in equity markets in 2022
Aoris Investment Management
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