“We expect to continue to reap the benefits of digitalisation, as our holdings in the digital enterprise, digital payments and e-commerce areas should continue to deliver a strong upcoming earnings results and provide bullish outlook statements. The habits formed in 2020 during the pandemic are likely to stick and lead to an acceleration of growth in many of these areas,” he said. “There is a long growth runway for companies in the digital areas of interest and the runway’s visibility has become clearer because of the pandemic as we have seen growth rates accelerate and the size of market opportunities expand.”