The growth of the global economy of the 1980s was driven by two key developments: the rapid growth of global trade and the liberalisation of cross-border capital flows. Since the 2008 financial crisis, both these factors have either stagnated or declined. The end of globalisation? By no means. Digitalisation is entering a new stage and changing the foundations of the economy and society. Investors can benefit from this.
Global trade with physical goods is losing ground. At the same time, the global data flow is exploding and has increased by 4,500% since 2005 (with another 900% expected before 2019).
Digitalisation changes the rules of the game, participants, business models and the distribution of the economic added value.
• It creates global target client markets.
Today, some online platforms have more users than large countries have residents.
• It opens up new global marketing channels.
At present, 12% of global goods trade is handled via Alibaba, Amazon and Co.
• It promotes global employment markets.
Platforms such as Freelancer.com and Upwork have 44 million users.
• It creates access to knowledge, and enables direct marketing and networking. About 900 million people are active on social media such as LinkedIn and XING.
• It shifts the focus from large businesses to agile small enterprises.
In the US the export share of large multinationals has fallen from 84% to 50% (1977 to 2013).
• And increases the value added by
improving existing services (e.g. smart watches).
Every business is being affected. Is your current portfolio ready for the digital revolution?
Informieren Sie sich, wie Sie Ihr Portfolio zukunftssicher machen können!
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