Having written about Sarasin’s thematic approach to investing, we’ve previously shared videos they produced around their core investment themes of ageing, climate change, automation and evolving consumption.
The last video they have produced for this series focuses on digitalisation, essentially the rate and scope of technological change. With cloud computing, e-commerce and digital connectivity all expanding rapidly thanks to steadily reducing costs and increasing user numbers, there are strong investment opportunities in this area:
The pandemic has forced even more activities online and pushed businesses to expand their digital offering/improve connectivity for employees and customers. If anything, the last 18 months have made digitalisation even more of a growth market.