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...
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