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JANA 2020 Pre-conference session 2: Harnessing growth from the transition to new economic and social dynamics
  • Covid has accelerated change and resulted in an extremely bifurcated market, however the future opportunities in a post-Covid world may not be as obvious;
  • There are potential valuation risks in companies that have done well from Covid over the short-term but aren’t real winners over the long-term, i.e. ‘growth imposters’;
  • Valuation always matters, it just matters most at extremes.
28th October 2020 / 5 mins read
Greg Wilkinson
Senior Consultant, Head of Insurance Strategy
Raymond Lam
Senior Consultant
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