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Private equity and digital transformation | Mid-Year Economic Outlook 2022 - YouTube
Channel: Citi Private Bank
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[10]
digital technologies are transforming
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the world around us
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thanks to advances in recent decades we
[16]
now do business consume and communicate
[19]
more efficiently than ever before but we
[21]
at city global wealth believe that this
[23]
revolution still has far to go given our
[25]
outlook we consider digitization an
[28]
unstoppable trend a powerful multi-year
[30]
force that brings about lasting change
[32]
in multiple spheres
[34]
just as businesses need to embrace this
[36]
disruptive process if they are to
[38]
survive and thrive so must investors
[40]
embrace it in their portfolios
[42]
in 2022 however
[44]
many digital related investments have
[46]
struggled along with growth-oriented
[48]
assets in general
[49]
this market shakeout has done nothing to
[51]
change our long-term case though
[53]
instead we continue to focus on some of
[56]
the most dynamic areas of this
[57]
unstoppable trend
[65]
the lifeblood of the digital revolution
[66]
is data
[68]
as ever more devices get connected to
[70]
the internet the amount of data produced
[72]
is rising rapidly
[73]
unfortunately this data represents a
[75]
right target for criminals who aim to
[77]
steal it extort ransom or inflict damage
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sophisticated cyber security is
[82]
therefore vital to protecting our
[84]
businesses wealth economic growth and
[87]
national security cyber attacks
[89]
accompanying russia's invasion of
[90]
ukraine have underlined the need for
[92]
constant investment in this area while
[94]
cyber security equities have sold off in
[96]
2022 they appeared better than
[98]
technology investments more broadly
[100]
the robust demand outlook for cyber
[102]
security may be one reason for this
[104]
we believe the need for continuous
[106]
spending on protecting data makes cyber
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security an unstoppable trend
[115]
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financial services are experiencing
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disruption
[120]
innovative financial technology or
[122]
fintech firms are challenging the
[124]
industry's long-established processes
[126]
and players the pandemic has accelerated
[128]
the trend for doing investments
[130]
insurance
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payments and much more via cutting edge
[134]
digital platforms
[136]
even as the world returns to greater
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normality we expect these habits to
[139]
persist we also look for ever more
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innovation backed by intensive research
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and development
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one area that may benefit especially
[147]
from such innovation is payments
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payments remain our key focus within
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fintech where profitability and higher
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dividend yields are more typical
[155]
we believe this year's sell-off may
[157]
present a potentially attractive entry
[159]
point for investors
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despite the huge progress in recent
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decades we believe the digital
[170]
revolution remains in its early stages
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over the coming years we expect more
[174]
innovation more disruption and greater
[176]
transformation
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amid the weakness in digital disruptors
[180]
equities in 2022 we see potential to add
[183]
portfolio holdings we thus seek
[185]
selective exposure in cyber security
[188]
including specialists in cloud identity
[190]
and data security
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likewise we target leaders and future
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leaders in the payments sub-sector
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for suitable investors we favor
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digitization related strategies from
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venture capital growth equity and hedge
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fund managers
[203]
the digital evolution has far to go is
[206]
your portfolio connected to the future
[209]
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you
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