Human civilization has already faced several moments of essential crossroads in the most varied sectors, in the coming months, it will face new ones at the political, social, economic, technological and health levels. The COVID pandemic, due to its impact on the largest economies in the world and in the most populous countries, accelerated a technological disruption promised but that was taking a long time to be implemented and although some tasks will revert to previous methods, a good portion of the economy will continue on the path the transformation of methodological work processes to increasingly include technological options, either as an aid or even as a substitute for human resources, which in the long run will have significant consequences for companies and indirectly in the investment sector.
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At a political level, it is a time of uncertainty in the western world, with Europe facing an economic crisis and a divorce with the United Kingdom, which seems to be unlikely to be peaceful, which will weaken both sides at a time when China and Russia are actively working to increase its influence in the world, also taking advantage of another point of instability, namely the USA, which will be the stage in the coming months of a fierce political and probably judicial struggle to decide who will be the next White House tenant, but also of possible Supreme Court decisions that run counter to the case law of the previous group of judges, since the one appointed by Trump to succeed Ruth Nader will tip the balance for Republican ideologies.
Whatever the path that civilization takes at the various crossroads at which it finds itself, the medium-long term dynamics in investment will reflect these options, namely at the level of the economic sectors that will lead in valuations.
