Ann: DEM Investor Presentation, page-37

In my opinion, DEM is well placed from two perspectives here - firstly, the clients they have are blue chip, and therefore inevitably the first to recover when the COVID-19 impact eventually recedes. I'd far rather have blue chips than small caps and private businesses as my client base right now, as many of those will go to the wall, unfortunately.

Secondly, if there's one aspect of expenditure that's non-discretionary (especially in the context of the current global situation), it's waste management and hygiene - a wise man once told me that the single most resilient career choice that is immune from economic cycles is bin man! (Though I reckon lawyers must run a close second!)