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
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
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