6 July 2021
The competitive environment is intensifying with the disruptors themselves becoming disrupted. After the sector’s long run of success, investor preconceptions on barriers, network effects and incumbency benefits now need to be re-evaluated.
Host: Greg Kuhnert, Co-Head of 4Factor
In conversation with:
Varun Laijawalla, Emerging Markets Equity Assistant Portfolio Manager
Niall Hartnett, Analyst
Anindita Nag, Analyst.
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