The distortions of the past two years (COVID, climate change, the war in Ukraine, raw-material scarcity, supply-chain disruptions, high inflation etc.) have led to significant divergences in returns. This is both across, but also within traditional sectors like technology or utilities, reducing their significance and relevance.
At the same time, existing megatrends, such as the transition to net zero or the automation and digitalisation of workplaces and homes, have been accelerated.
In this session Christoph Schon, Qontigo's Senior Principle, argues that investors should, therefore, consider a more targeted approach, focussing on themes like digital security, automation & robotics, or smart city infrastructure.
In addition to alleviating the pains from short-term disruptions (e.g. high inflation, cyber threats), these strategies come with the potential to profit from longer-term structural changes, including the transition to a circular economy based on renewable power generation and sustainable waste management through recycling.
Christoph Schon, CFA, Senior Principal, Qontiogo
Christoph Schon, CFA, CIPM, is a Senior Principal in Qontigo’s applied research team, where he generates insights into recent risk trends with a particular focus on fixed income and multi-asset class analysis. He produces regular special reports and blog posts and holds periodic webinars. He is also a frequent speaker at industry events.
Christoph has over 20 years of experience in the financial industry, having previously worked for Dresdner Bank, Lehman Brothers, Barclays Capital, and UBS, where he held various roles as sell-side research analyst, head of client services, and client-facing quant.
Christoph has been a CFA Charterholder since November 2007 and earned the CIPM designation in 2015. He holds a joint degree in electrical engineering and economics from TU Darmstadt in Germany.here