Four key investor themes for 2020 and beyond

5G, pharma, data and fuel efficiency

Mikhail Zverev, head of global equities at Aviva Investors, discusses four themes to watch in 2020 and beyond.

1. Data the differentiator  Advances in artificial intelligence, machine learning and data analytics allow companies in all kinds of sectors more tools to monetise datasets. For those who currently sell data sets, offering services such as analytics can add value by helping customers apply information more effectively.  Others may benefit from aggregating data to drive growth, efficiency and profitability. In healthcare, machine learning may help insurers better understand the impact of certain medical treatments over time. Sophisticated cost analysis is being used to reduce spen...