By John Delano, CFA, Senior Portfolio Manager
Digital payment providers are catering to the need for electronic and touchless transactions.
Over the past few months, clients have asked me how the current environment has transformed the direction of structural change in the global economy. My reply is always that I don't see a lasting impact on the direction of structural change, but I do see the crisis accelerating many of the structural changes that I've already been long invested in - e-commerce, working from home, telemedicine and digital payments, to name a few. Let me