The year 2020 will be known as the year of the Covid-19 pandemic, an event with the potential to have radically changed the world, but which, at least when it comes to investment, has not, in the opinion of many experts. , if not accelerate certain trends that were already in force previously. "Instead of stopping them, the coronavirus pandemic has accelerated most of the long-term trends that were already underway," they explain from UBS.

That is why the strategies that analysts and fund managers have presented for next year repeat several ideas that had already been highlighted in previous years, and that by 2021 gain more strength: the need to increase the weighting of the emerging markets in the portfolios is one of them, with Asia in the focus of most investors for the coming months.

It is a region with strong domestic consumption that continues to grow and also has an important technological component. Also, the sustainable approach to investments is a factor that not only has not been slowed by the pandemic, but it also seems to have gained traction.

There are other strategies to follow that do represent a change from what has been done in recent years. One of them is the need to invest with a more active approach, taking into account the increase in dispersions that are taking place between different sectors and companies, which seem to be fertile ground for active managers to improve their results against indices. in the near future.

In addition to the above, the differences that are being seen in the stock market in some industries compared to others, and also a latent uncertainty due to the pandemic that could take a long time to disappear, lead experts to recommend having a strong diversification of portfolios, and avoid putting too many eggs in the same basket.

In addition, compared to a year in which the technology sector, especially present in the United States stock exchanges, has had an exceptional performance and has been the clear winner due to the returns they have generated for investors, an idea that is repeated a lot now Among experts is the need to focus on the market segments that have lagged the furthest, with a few exceptions, such as the banking and oil sectors.

The value has the prospect of improving the performance of the most technological sectors in 2021 in the opinion of the experts, and this leads them to focus their sights on Europe compared to the United States for the part of the portfolio that focuses on developed markets. Some houses also look to Japan as a market that should do well.