Digitalisation has had a tremendous impact on our world and continues to reshape every conceivable aspect of our social and economic norms. This has important implications for the vast majority of companies across all sectors. In our view, the investment process needs to reflect this rapid evolution, which is still in its early days.

At Lombard Odier, we believe digitalisation has the potential to be one the most disruptive long-term, structural trends and one that will ultimately drive our economies into the future. In our view, companies which are unwilling or unable to manage this transition risk being left behind. By contrast, there is significant opportunity to be had for companies that are the innovators and disruptors, or who are creating solutions to some of the most pressing sustainability challenges we face as a global economy today. Digitalisation has a large role to play in creating new business models, changing others and facilitating the transition to a more sustainable operating model.

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