Goldman Sachs tager de lange briller på og vurderer, at fremtidens bedste aktie-investeringer bliver i selskaber og temaer, der er relatereret til pandemien, f.eks. selskaber og brancher, der havde stor fremgang under pandemien, f.eks. selskaber, der via internettet kunne se helt nye muligheder. Men det betyder også, at det bliver endnu vigtigere at være selektiv. Det er ikke nok at være branche-fokuseret. Det betyder også, at der kan være flere muligheder i mindre og mellemstore selskaber, der hurtigt kan udnytte de nye tendenser.
Megatrends are redefining the investment landscape
Finding high-growth US public companies may increasingly come from investing in themes accelerated by COVID-19:
new age communication, consumer preferences, health care, information technology, and sustainable industry.
We believe portfolio implementation of these themes will require careful company selection that may be better achieved through SMID-cap investing.
Unlike US large cap, US SMID-cap is home to a greater variety of companies operating in distinct business verticals across a sector’s value chain. Greater precision in identifying the right company for the right investment idea may open doors to unique, differentiated revenue streams in the future.
Source: Goldman Sachs
