When we look at the economy, the impact of Covid-19 is not evenly distributed. The aerospace sector is facing a long-haul recovery and auto sales are down significantly from 2019. At the same time, technology, life sciences and “stay-at-home” companies have done well.  However, there is a common denominator: volatility in demand over the next 12-18 months.  When it comes to high performing companies, they never waste a crisis—instead, in uncertain times they are ambidextrous. First, they are difference makers during the turmoil, persistently tackling short-term priorities and second, they are intensely focused on a portfolio shift to new industry growth vectors.