Michael Loukas: Beneficiaries Of WFH Trade Have Defensive Appeal & Secular Growth Winds
Michael Loukas notes critics say the pandemic has only temporarily inflated demand for digital "work-from-home" products, but there is evidence customer adoption is growing and not temporary. He said as the economy reopens, beneficiaries of the original work-from-home trade have both defensive appeal and secular growth winds. Loukas also foresees that the end of the lockdowns will not hamper earnings growth for these work-from-home stocks.
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15 Dec 2020

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Michael Loukas: Beneficiaries Of WFH Trade Have Defensive Appeal & Secular Growth Winds
Michael Loukas notes critics say the pandemic has only temporarily inflated demand for digital "work-from-home" products, but there is evidence customer adoption is growing and not temporary. He said as the economy reopens, beneficiaries of the original work-from-home trade have both defensive appeal and secular growth winds. Loukas also foresees that the end of the lockdowns will not hamper earnings growth for these work-from-home stocks.
Market On Close

15 Dec 2020

ON AIR
7:00 am
Futures

Get Market Minute

Daily insights for every investor

FOLLOW US