Investment themes in a post-COVID-19 world
Investment themes in a post-COVID-19 world
The 2020 coronavirus epidemic will likely be seen as a turning point in our lives and thoughts. The crisis has tested existing systems and structures, sowing the seeds of new change. We believe that our Supertrends, long-term investment themes that we identified for the first time in 2017, will shape the global landscape as we emerge from this crisis.
In the context of the coronavirus pandemic, governments and businesses face a unique period of social responsibility to address the main concerns of citizens around the world, including inequalities, the environments of rapidly changing work, old age funding, housing affordability, health care and education.
Large infrastructure projects are more likely to be approved in a low interest rate environment. Regulatory changes and transition to low-carbon economies are drivers for new renewable energy projects. Using big data to manage infrastructure is key to the continued development of smart cities.
Digitization is underway and the coronavirus has further catalyzed this process. Increased mobility, real-time automated processes (advanced computing), home education and entertainment and healthcare health are just some of the areas that are growing rapidly.
The world's aging population will double to more than two billion by 2050. This is fueling growth in sectors that meet the needs of an aging population, such as healthcare, solutions insurance and finance, and the consumer and real estate markets. Two-thirds of the additional number of older people will reside in Asia, a region of the world that still lacks resources for health care and public and private insurance solutions.
