Digital and personal security. A broad and diversified investment opportunity

One of the most pervasive issues in our daily lives can also become a component of portfolio construction.

Security is one of our basic needs. Protecting our loved ones and ourselves is part of the survival instinct. Feeling safe allows us to achieve our life goals and personal growth.

People, companies but also governments are unlikely to reduce their security budgets, whether physical or digital, because this would expose them to operational and reputational risks across the board.

New risks create new protection needs too, with impact on every part of the economy.

Therefore security-related investments can have an implicit resilience.
This article is provided for information purposes only to professional clients as defined in MiFID. It should not be used for retail investors. The provision of this material or reference to specific sectors or markets in this article does not constitute investment advice or a recommendation or offer to buy or sell any security. Investors should carefully consider the investment objectives, risks and expenses of any investment before investing. The views expressed in this article as of the date indicated are subject to change and there is no guarantee that developments will occur as predicted in this article.

Video made in September 2022.