Investment Conundrums: LGIM's Laud on why robotics and cyber security present post-Covid opportunities

Tech could help industries in the long run

David Brenchley
clock
Sonja Laud of LGIM
Image:

Sonja Laud of LGIM

Investors must look past the obvious beneficiaries of the acceleration in structural trends if they are to find abundant opportunities, with robotics and cyber security two key areas, according to Legal & General Investment Management's (LGIM) CIO Sonja Laud.

Much has been made of the acceleration of trends through the coronavirus pandemic, with winners of a shift towards working from home such as video conferencing providers continuing to surge ahead and losers from a lack of mobility such as travel firms being heavily sold off. Laud said it was important for investors to understand the implications of such long-term shifts, but being overweight Zoom and Microsoft, for instance, and underweight British Airways and Lufthansa was an "easy" call to make and one that "most people probably got right". Mobius IT slashes cash weighting as it dep...

To continue reading this article...

Join Investment Week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Technology

David Kimberley is an investment trusts writer at Kepler & Partners

Opportunity amid madness: Valuations more attractive in wake of panic-driven price drops

Buy opportunities have arisen

David Kimberley
clock 21 June 2022 • 4 min read
The Big Question: Preparing for a bear market

The Big Question: Preparing for a bear market

What are the best strategies?

Investment Week
clock 17 June 2022 • 1 min read
Ronit Walny, head of AllianceBernstein’s investment innovation said she anticipates the technology “will be transformative"

AllianceBernstein takes steps towards tokenisation with blockchain collaboration

Partnership with Allfunds Blockchain

Kathleen Gallagher
clock 15 June 2022 • 1 min read
Trustpilot