A disruptive world full of opportunities
A couple of days ago I woke up after the night took me to the library of the future. All the books were re-classified after principles from year 2020. The first thing I noticed was that the travel guides were on the same shelf as the fantasy literature. But it was more. A lot more. Political books grouped with science fiction, books on business and economics grouped with spiritualism and books on climate and environment together with books on religion. I turned around facing the opposite wall. Journalism was grouped under political activism, books on investing in the stock market were in the entertainment section and science together with fiction. Powerful forces had reclassified the books. But it was all just a nightmare. Or?
A lesson learned from 2020 is that rapid changes can occur fast. And they rarely come alone. So it is with humble strokes that I draw little lines describing directions of change, of disruptions, for the coming years. But I have one advantage. This is my job.
Every day I look for investment opportunities that follow from changes in technology, regulations, and consumer behavior within the five investment categories:
(1) Connectivity
(2) Urban mobility
(3) Machine revolution
(4) Demographics
(5) The green economy
2020 – the year when Covid-19 reinforced, changed, destroyed, and created a wide range of business models.
But let us start with Covid-19. For those of us who survived the rave parties of the 90s it is hard to have life put on hold because of a virus named after Corona, a low-alcohol beer brewed on corn. So what happened within my five investment categories?
Covid-19 reinforced, changed, destroyed, and created a wide range of business models. Within connectivity the changes in e-commerce, streaming of audio and video, videoconferencing after Covid-19 are substantial and lasting.