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The emergence of the Covid has accelerated movements that already existed in society and in companies. Identifying them and understanding them will be key to putting together investment portfolios balanced and profitable long-term. Beatriz Barros-de-Lis, general director of AXA Investment Managers for Spain and Portugal, which participió in a recent forum on thematic investment held by ABC and Funds Society, gives us the keys to take into account in the current scenario.
– What is the first impact has been the Covid-19 on the mega trends?
-From AXA we are based in two large trends that create all the big changes that arise on different themes: longevity and technological innovation. To root, hence we have