Merrill har udarbejdet en analyse over de vigtigste tendenser, risici og muligheder i det nye år, og blandt de sektorer, som Merrill finder mest interessant for investorerne, er følgende: Cybersecurity, sundheds-hightech, infrastruktur og platformsøkonomien. Det bliver på disse områder, at der vil komme betydelige forandringer og dermed vækstmuligheder, mener Merrill.
What are your favorite themes entering 2021?
Our top themes for this year pivot around the C.H.I.Ps—or cybersecurity, HealthTech,
infrastructure, and the platform economy.
Summarizing: Cybersecurity spending is set to accelerate as more of the global economy goes digital and the number of cases of cybercrime/-hacks soars.
The premium on public health has fused two of the economy’s largest sectors: Healthcare and Technology.
Constructing the infrastructure of the 21st century entails billions of dollars in capital investment in 5-G, renewable energies and electrical vehicles.
And the future of the U.S. economy (and global economy) increasingly rests on the platform economy, with more and more platform companies disrupting and controlling an increasing share of aggregate output.
