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  "documentTitle": "Infrastructure beyond COVID-19",
  "authorId": "LEK",
  "authorName": "L.E.K.",
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  "notes": "The chart illustrates the 'multi-speed' economy concept, highlighting the divergence between digital-first businesses and traditional retail assets during the pandemic.",
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      "text": "While the ASX 200 remains around 15% down from its record high earlier in the year, pure play online retailers outperform traditional brick and mortar retailers (e.g. Kogan.com vs. Vicinity Centres which owns a portfolio of shopping centres)",
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      "text": "Share price performance, ASX200 vs KGN, RBL, VCX (2020)",
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      "text": "A 'multi-speed' economy has emerged through COVID-19. For example, companies with greater exposure to digitisation have been more resilient, and in some cases experienced accelerated growth. This can be seen in investor sentiment towards pure play online retailers compared to traditional brick and mortar shopping centres. Online only retailers such as Kogan.com or Redbubble have seen share price growth of around 300-450% over 2020, while shopping centre owner Vicinity Centres' share price has declined by around 50%",
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      "text": "Share price index: 500",
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      "text": "Source: Reserve Bank of Australia; Inside Australian Online Shopping; ASX",
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      "text": "The impacts of COVID-19 restrictions have been uneven across the economy, with some sectors experiencing strong growth, others stagnation or contraction",
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