Citibanks analytikere forsøger at pege på muligheder for investorer efter coronakrisen, og de peger på tre grupper, som investorerne bør have i porteføljen: Healthcare, Asien og digitaliseringen (som mange kalder digitization).
Uddrag fra Citibank:
In addition to adding to one’s core portfolio, Citi analysts see opportunities in themes such as “Invest in Longevity” (healthcare), “The Rise of Asia” and “Digitization” which encompass many of “COVID-19 resistant” industries that were on a path of stronger, sustained economic outperformance.
Furthermore, Citi analysts also find consistent dividend growth is among the strongest performance drivers for share prices over the long-term. Firms that can convince markets that dividends are secure are likely to outperform. Screening the performance of dividend-paying stocks since mid-February, firms that tend to overlap “unstoppable trends” like healthcare, and certain information technology firms appear likely to sustain some measure of growth, dividends, and positive fundamentals performance generally.
