Welcome to the 31st edition of the BKI Quarterly Report, prepared by Contact Asset Management (Contact).
As we near the end of more State Government enforced lockdowns across a lot of the country, we’ve been considering and widely discussing what the “new normal” might look like. Habits, routines and priorities have shifted since COVID-19 emerged. As vaccination rates in Australia continue to catch up, and indeed pass, much of the rest of the world, we thought it might be interesting to survey our networks across the globe. The goal? To find out what life is like on the other side of lockdown. In this note we also try to consider the second order effects of what changing behaviour could mean for several Australian listed companies.