Megatendencies: new opportunities of investment sustainable

Main managers international recommend tendencies that bet for models of business sustainable
Go to Perspectives 2020
In an environment worried for the social welfare and the care of the planet and the constant technological progress, these new tendencies that are already engines of the growth global. The BBVA Private Banking works together with main managers for add to your proposal these models of investment sustainable.

Megatendencies of investment

For main managers international.

  • In BBVA Private Banking bet for the tendencies of investment more interesting for achieve perspectives different, great diversification and a behavior different than other techniques of more traditionalmanagement.
  • In what subject matters see more medium and long term value? In the investment sustainable, the technological revolution in the finances and the new technologies applied to the security, the consumption sustainable and the longevity, as axes clear for create value in the portfolios.
  • In BBVA Private Banking bet for the tendencies of investment more interesting for achieve perspectives different, great diversification and a behavior different than other techniques of more traditionalmanagement.
  • In what subject matters see more medium and long term value? In the investment sustainable, the technological revolution in the finances and the new technologies applied to the security, the consumption sustainable and the longevity, as axes clear for create value in the portfolios.

Consumption sustainable by Morgan Stanley

On the basis of United Nations's details, in 2050 the population world be able to reach 9,600 million people. This do that, for keep the current living standard need the current equivalent to 3 planets, for it be necessary a production and a more sustainable consumption of the resources (objective number 12 of the ODS) on the part of all, understanding the above-mentioned objective of the sustainable consumption and production as do more and better things with fewer resources. Is create benefits of the economic activities through the reduction of the use of the resources, the degradation and pollution, achieving at the same time a finest quality of life.

Thus, and from the point of view of an investment sustainable, those companies that are able to adapt to these criteria of consumption result winners and leaders of your industry, since the consumers give more and more importance to these criteria sustainable to the choose a mark. Additionally owe be aligned with the criteria governmental in this regard and take into account possible sanctions that the throttles wants impose to the production lines that not the fulfill, what affect the income statement and to the reputation of the companies.

How make good use of this opportunity?

The best way of implement these principles sustainable is involving with the address on the key everyday questions. The best ones positioned for this are the active managers, experts and responsible for detect environmental risks, social or of governance, as well as another type of opportunities. This implication of the managers also allows:

  • Do a more all-inclusive image of the profile ESG (acronyms in English of Investment Socially Person in charge or ISR) of the company.
  • Contact the executive team and the advice in the event that there is risk for the sustainability of the returns. Thus, if a company not gets right with the government corporate, neither it do with the others 2 pillars of ESG:  the environmental one and the social one.

Health and longevity for AXA

Think that in the future, the companies that possibly grow more be anyone who take into account, as key factor, the longevity. Actually, states that this constitute one of the great transformations of this century, being today the life expectancy of the children born in wealthy nations of more than 10 years, with vast and deep implications for the people, compelling them to change the cycle of life, currently of 3 phases, for one multi-phases. This last one include some intermediate ones and an end of retirement with a great expense in the care of thealth, which can duplicate from the 65 and can quadruple over the 85.

How make good use of this opportunity?

As manager of investments, recommend that the focus puts on in those companies that go to experience a more accelerated growth within the field of the longevity, which find environment to 4 major areas:

  • Well-being, taking into account that the turnover of the industry that includes to clubs, gyms and “health clubs” ascended to 87,200 million euros in 2017.
  • Expense in the senior citizens , after the estimates that predict an expense global in 2020 of 15 trillions (for the 8 trillions of 2010).
  • Attention in the senior citizens , given that the forecast of lawsuit of residence for great triple before 2030 for all the spectrum of attention: from residence of working life until hospitals. 

Processings, with breakthroughs in medical research and pharmacist in illnesses that affect in an increasing way to the population great.

The technological revolution in the finances for Robeco

Today, the banking traditional faces up to a series of new tendencies that are transforming the industry just as the know and, at the same time, are offering interesting opportunities of investment.

One of the more most influential constituents is the digitizing, maximum promoter of the growth of the financial industry with Fintech (or Financial Technology, industry financial that applies new technologies to activities financial or of investment) as leading man in a future short term. This take to the financial institutions to have to carry out strong investments in technology in the next one 3-5 years with the aim of evolve, for example, towards some means fee-paying more ‘online’ (or via app), towards the blockchain or towards the use of the theft advisors.

How make good use of this opportunity?

The speed and the disrupción of the technological changes, demographic and regulatory offer clear opportunities of investment that can capitalize. The convictions are:

  • The payment online be the generality and the ‘cash’ the exception.
  • Open the door to 2 million people that, today, not use your finances through the digitizing of the financial sector .
  • Cooperation among the players more established (banks), which have the databases, and the new ones (fintech) possessors of the technology.

It fintech can have a very sustainableangle, and not only for be inclusivo (bringing closer emerging markets to developed). Additionally for the basic paper of the cybersecurity in the efficient management of the models of business, passwords in the governance in the celebrity ESG.

Sustainability and impact. Climate change for Allianz

The investment sustainable makes sense, so much from the economic point of view as social, as has been able to check in the COP25, where was clear what is happening, the culprits and the need of revert the current situation, that is, must slow down the deterioration climatic.

This requires of financing and not only public, also private. And is in this frame in which the investment sustainable erects as the way more intelligent of invest, from two points of view:

  • Risk management: those companies that are intensive in issuances face up to major risks, being able to be obsolete or face up to several penalties. Even have ‘activos varados’. This does that, for have a good investment portfolio, owe know these risks and act as a result.
  • Opportunities: the innovation that are applying for achieve a more sustainable economic model are very interesting, so much in companies new as already existing. All of them deal with the change of decided way that, to future, experience a sustained growth and structural, what the turn in a good investment opportunity. 

Invest looking for create a positive impact in our economic model not means exclude what contaminates. Invest not is punish but finance winning models and participate of your success.

Technology focused to the cybersecurity for Pictet

The world is changing as also it does the society, the people and, even, the models of business. The technology plays a crucial role in all of this, with contributions that go from the automation of the processes to the implementation of best solutions with regard to security. And is this last one the one which has a great potential for growth, given the need of the human being of feel insurance.

Factors back-up

  • Innovation, given that the new technologies open the door to new needs of security (cloud computing, payment online, etc).
  • Development demographic and the urbanization global, that have duty bound to reinforce the security the public transport, critical infrastructures or the events of mass.
  • Regulation, that supports the response to the modern threats (PSD2, for example).

Additionally are very usual, nowadays, the cyberattacks. Damage frequently the details of people, companies and governments that entails a risk to physical level and economic-financial. This does that is positive bet for these solutions of security whose objective is guarantee that protection so yearned. 

In which can invest?

  • Physicalsecurity, that includes from closings electromagnetic to all-inclusive systems of security domestic servant or control of accesses.
  • Services of security: anyone who look after the essential quality of the products of daily life (for example, the controls and the food security or the sure payment services).
  • Computer security: new technologies in areas as the biometrics, the facial monitoring systems and recognition or, to highest level, the electronic transactions, which contribute to the fight against the delinquency and the cyberterrorism.

The approach of the industry of the security is, therefore, help to protect thealth, the privacy and the well-being of the people all around the world. If the world is changing, should not change our way of invest?

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