Investment opportunities in 2022 left by the pandemic

2022 is here !, a year in which investors should be aware that they may need to do a quick reassessment of their portfolios after the midterm elections in the United States, which will take place this next 2022 .

In this sense, it is worth doing a brief analysis regarding which sectors are most likely to perform better during the year and why.

Naturally, many of the segments of the economy The fastest growing in 2021 owe their recent success to the pandemic, or to government policy measures taken in the aftermath of the crisis.

The platforms of online investment , telehealth providers and food delivery services are among a number of subsectors of the industry that have benefited from increased customer volumes.

Telemedicine: investment opportunities

Of the three, telehealth or telemedicine providers are probably the largest long-term beneficiaries, even though they have been somewhat overshadowed by the focus in the biotechnology sector since the virus took hold.

The American Medical Association ( American Medical Association) found that telemedicine use among physicians increased from 25 percent in 2018 to nearly 80 percent during the first year of the pandemic .

Capacity constraints already posed a serious challenge to health systems worldwide prior to the outbreak, particularly in areas such as chronic care management and diagnosis .

Naturally, the use of telehealth services increased a lot simply because of the blockages, and anecdotal evidence now points to a shift in favor of in-person care.

However, even if the majority of patients s prefer more personal care, it is likely that more and more healthcare providers will seek to employ hybrid strategies to mitigate the impact of demographic change already underway since long before the virus arrived from Wuhan .

Technological changes

The adoption of distance health services will also be accelerated by technological change.

Nowhere can this be seen better than in the increased deployment of wearable devices that can remotely monitor a patient’s health (anyone with type 2 diabetes will be aware of the benefits that this high-tech change can bring)

A good option in this regard could be Sensyne, a company that has been manufacturing and selling custom digital products for this subsector.

Interestingly, the telehealth sector remains somewhat atypical in terms of digitization, which explains why Tech giants like Alphabet have been busy forging industry-wide partnerships .

Both Europe and Asia-Pacific regions lag relatively behind in providing remote patient monitoring compared to the United States , but that should present more investment opportunities in the future.

Are companies linked to remote work investment opportunities?

In a note from Gartner, a Stamford-based technology consultancy, it suggests that planned spending on infrastructure will continue to drive enterprise software sales through 2022, although they have already seen a boom as the pandemic created fertile ground for to remote work and online learning systems.

It is not difficult to understand why this corner of the market will continue to expand, especially if any of the decisions that companies have made to overcoming the pandemic is integrated into their operations: work from home, video conferencing, etc.

In fact, an analysis of 360i Research indicates that the global business software market is expected, with an estimated value of $ 54 billion in 2020, grow at an annualized rate of 6.3 percent until 2026 .

Inflation in the horizon

Perhaps an immediate idea for investors is the probability of further increases in interest rates in 2022 .

According to the Office From National Statistics of the United Kingdom , headline inflation in that country reached 4.6 percent annualized in November, the ni Highest vel since September 2011, while household income continues to be restricted by the high cost of energy.

Thus, what the United States Federal Reserve had said that the inflationary effects were likely to be transitory, seems to have been more of a hope than a reality .

Invert in the financial sector

Is there a silver lining here? Well possibly, if gross domestic product remains on an upward curve, it may be worth investors to consider increasing their exposure to the financial services sector, as history suggests that this segment

The Financial Services Index FTSE 350 is moving toward the level it was just before the coronavirus outbreak, but earnings are have been held in check by an environment of low interest rates (and reinforced capital requirements) since March 2009.

The trajectory of interest rates is beyond the control of the investors, but the question for them is how far will pandemic-driven industries be able to hold on to any volume surge when governments finally adopt measures designed to slow the spread of v irus.

Conversely, we will also need to determine whether the sectors most affected by the closures, such as commercial property, will be undermined in the long term due to commercial and social change.

This will be the key consideration when the economy finally comes out of the shadow of the pandemic.