Three long-term winning stocks for the post-pandemic world

Professional investor Zehrid Osmani of the Martin Currie Global Portfolio Trust picks three companies with sustainable business models, strong pricing power and a low risk of disruption.

As we come out of the pandemic, we are identifying numerous structural-growth opportunities in several key areas. This comes as governments deploy sizeable fiscal stimuli to support the economic recovery.

These target global infrastructure programmes, which could create attractive long-term opportunities in sectors such as green infrastructure, robotics and automation, and healthcare infrastructure. Green infrastructure developments focus on renewable energy, electric transportation, energy efficiency and greener buildings.

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Zehrid Osmani is co-manager of the Martin Currie Global Portfolio Trust