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2021年の投資テーマと投資機会
世界的なCOVID-19のパンデミックに対応すべく、政策立案者は、公衆衛生、経済、個人の自由という、それぞれ重要性が高い項目に関して優先順位のバランスに頭を悩ませてきました。以下、これまで様々な分野で重要な進展が見られています。
・幅広い政策措置
・市場と経済内・間での分散の拡大
・メインストリームとなりつつある仮想化
・環境、社会、企業における長期計画の急増
これらの傾向の多くは2020年以前より存在していました。いわゆる「フューチャーショック」の原因となった、既存の目がくらむような加速の一部です。これらはまさに、加速度の内側にある加速を表しています。私たちは今新しい世界におり、変化により受ける影響はグローバルです。
本レポートでは、2021年の注目すべき主要な投資テーマと投資機会を要約しました。これらテーマをさらに深く掘りすることで、投資リスクの軽減に留まらず、成功に向けて準備するために取るべき行動のステップを見つけていただけますと幸いです。
日本では、これらの投資一任サービスを含むソリューションについては、マーサー・インベストメンツ株式会社よりご提供しています。
お問い合わせ・ご質問は直接マーサーのコンサルタント、あるいは下記フォームよりお願いいたします。
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