The world is becoming ever more digital. This makes many things easier, but it also raises questions around security and data protection.
The background
According to a study by the digital association bitkom, cyberattacks caused damage at 86 percent of the companies surveyed in 2021. In 2019, the figure was still only 70 percent. bitkom now puts the total damage that such attacks cause companies in Germany each year at more than €220 billion. When everything is interconnected, even a small disruption can sometimes be enough to set off larger chain reactions. Substantial and continuous investment is needed to fend off the threats.
The theme in the Megatrends portfolio
As one of several investment themes, cybersecurity is currently part of quirion's Megatrends portfolio. Because increasing digitalisation and global interconnection make security in the virtual world a major challenge. Solutions are in demand.
quirion's investment strategists have taken a close look at all the investment themes and examined how you can invest in them efficiently and cost-effectively. The products were selected in a multi-stage process. Their selection also continues to be monitored on an ongoing basis.
More on the investment themes New Energies, Infrastructure, Artificial Intelligence and Smart Cities.
The cybersecurity investment focus
The cybersecurity theme is about companies that generate a significant part of their revenues in the areas of IT security and data protection – essentially, then, hardware and software providers. Their products and services help to secure internal and external access to files, websites and networks. The sector is, however, fiercely contested. New players frequently enter the market and challenge the competition with their innovations. The diversification of a broadly based portfolio can reduce risks like these.
