Does Technology rule the post-COVID world?

Since the advent of the Covid crisis, we have maintained that robotics and innovative technologies will lead to social and economic transformation. That said, the road ahead will not be bump-free for those who want to invest in this thematic: US elections, increased regulation, the scale and speed of stimulus plans... Are company valuations therefore sufficient to meet current demands? Are there still opportunities a-knocking?

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Find the replay and clarifications from Johan Van Der Biest, Senior Fund Manager.

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