The Coronavirus pandemic is a human tragedy of vast proportions – as well
as the terrible human toll, COVID-19 has led to economies across the globe
going into physical lockdown and financial freefall. Entire populations are
adapting to the “stay at home” edict, to safeguard the vulnerable – and
some of these changes will lead to long-lasting or perhaps permanent
changes in the way we live or work. This note describes some of our client
companies whose business models are well adapted to these changes, or
who might see a change in long-term structural demand.