In the newest edition of Global Insight Monthly, we highlight the digital transformation in the era of COVID-19.

The internet has never felt more essential. Which technologies and categories could benefit from the COVID-19 disruption? And which trends will have staying power as the economy reopens?

Some key topics include:

• On the fast track: Digital transformation in the era of COVID19

The COVID-19 disruption has hammered home that necessity is the mother of invention. We asked Mark Mahaney, top-ranked internet analyst from RBC Capital Markets, what impact the COVID-19 crisis is having on the internet sector.

• Global equity: Invested, but not fully invested

While long-term equity values are attractive, the nearer-term picture still entails some outsized risks for the economy and earnings. We think the way to reconcile this divergence is to carry equity exposure that is modestly below benchmark.

• Global fixed income: Central banks enter the next phase

Though central banks have already waded into new waters in various respects, we largely see them sticking to the scripts they have already written, with the trajectory of the global recovery dictating the need for new pages.