Digitisation: it’s the name of the game

Chief Investment Officer and founder of Aitken Investment Management
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Following on from our Microsoft (MSFT) result note last week, today I want to delve further into the digitisation thematic and explore why I believe MSFT is so well-positioned to benefit from this mega trend.

In the past 15 years, the share of US jobs that require high levels of technical and digital capability has increased more than 4x, to 25%. Salaries of these workers are 2.4x higher on average than those with low levels of technical competency. Automation is increasing its penetration in lower skilled jobs, albeit adoption is varied across sectors. These statistics are representative of the broader digitisation thematic. Digitisation is the adoption of digital technologies and information to transform business operations, according to Gartner. We believe we are in the early stages of this theme, as innovation accelerates and thus it remains a core research focus for the AIM team.

Some high level facts to illustrate how digitisation is underpinned by many of the daily activities we undertake, which can compound quickly:

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