Big Data: ein spannender Anlagetrend. Welche Entwicklungen sind 2021 zu erwarten?

Covid-19 hat uns gelehrt, wie unvorhersehbar selbst die nahe Zukunft sein kann. Anfang 2021 stellen sich nach wie vor zahlreiche komplexe Fragen bezüglich der langfristigen Folgen der Pandemie. Qaisar Hasan, Portfoliomanager für die 1798 Q Strategy bei LOIM, ist überzeugt, dass der Zugang zu Daten und die Fähigkeit, sie richtig zu interpretieren, eine wichtige Rolle bei der Beantwortung dieser Fragen spielen werden. In seinem Ausblick für 2021 erläutert er, wie Daten zur Passantenfrequenz, zur Kreditkartennutzung, zum Internetverkehr und zum App-Download Transparenz schaffen und für die Anleger zur Klärung dieser zentralen Fragen beitragen könnten.

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