Goldman Sachs har lavet en liste over de sektorer og virksomhedstyper, der giver nye investeringsmuligheder efter pandemien. Kommunikation, sundhed og grøn teknologi hører til listen, ligesom banken mener, at de lidt mindre selskaber, SMID-cap, giver bedre muligheder end de store, da der er en større variation af muligheder i dette segment. Men generelt skal investorerne være endnu mere præcise end hidtil for at ramme rigtigt.
The way forward
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 Asset Management.
