2020-04-29 00:00:00, Jeffrey Rosenberg, CFA, BlackRock Blog

Content Categorization
/Business & Industrial/Business Finance

Word Count:
1269

Words/Sentence:
19

Reading Time:
8.46 min

Reading Quality:
Adept

Readability:
13th to 15th

Media Sentiment
Proprietary sentiment analysis on both the headline and body text of the article. Sentiment scores range from -1 (very negative sentiment) to 1 (very positive sentiment).
RCS Analysis
Relative scoring for Risk, Crisis, and Security language within the article.
Risk Score
Scoring based on the composite risk, security and crisis language within an article compared to a baseline of historic analysis across thousands of diverse articles.
PESTEL Scope
Analysis of article orientation across the PESTEL macro-environmental analysis framework. Learn more about PESTEL.
Entity Word Cloud
Key people, places, organizations and events referenced in the article, weighted by frequency and colored based on contextual sentiment.
Auto Summary
Condensing key features of the article based on salience analysis. Helpful for “gisting” the article in a time crunch.

Chances are the world will look very different than it did when we started 2020 ― and that can mean new doors for investors to explore.

In a previous post, I spoke about creating a shopping list for your portfolio for the more immediate rise out of the crisis.

This is one thing that truly sets active management apart ― the ability to look beyond the current moment, think critically about the world and invest in its future potential.

Explore our latest BlackRock Bottom Line episode by Tony DeSpirito

Today I'll focus on five areas I think may look very different as the world recalibrates from a health crisis that tested every aspect of daily life.

1.

Technology to power a low-contact world

Technology was a strong performer before the crisis and is well poised to be a winner going forward.

We expect these and many more manifestations of a virtual life, now widespread and embraced, will only accelerate, and the software and infrastructure to support them will be in increased demand.

Beyond that, technology to power contact-free activity of all sorts could benefit.

Keywords
Investment Outlook

Interested in Learning More?

Article Analysis is at the foundation of powerful media monitoring and insights. Learn what you can build with powerful curated search engines, real-time listening and trend analysis on the topics, markets and companies critical to your organization.