During 2020, not all sectors weathered the crisis in the same way. Juan Rich from Ve por Más and Enrique Mendoza from Activer, together with Paola Pérez de Alto Nivel, reviewed the sectors that were strengthened in the crisis instead of experiencing sharp drops in their sales. 

These sectors managed to grow more and overcome financial difficulties.

The technology sector continues to advance and remains positive, as do renewable energies, which foresee an optimistic outlook in the coming years. The financial sector and related startups or Fintech have positioned themselves very well to be able to provide support in terms of reactivation and increase in portfolio value.

The Real Estate or Fiber Trusts, although they have a positive outlook, underwent changes in valuation matters and it was observed that these instruments were fractionated a bit.

The office segment will have a slower recovery due to remote work and because the vaccination schedule has not yet been completed, although part of the staff will continue to work remotely.

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The economic reopening will favor companies that were hardest hit by mobility restrictions last year, such as consumer discretionary, airport groups, convenience stores, as well as other sectors, such as banks and mining, said Enrique Mendoza of Actinver.

Likewise, the executive indicated that industrial companies will have bases of comparison that are easy to overcome. Mining companies enjoyed higher metal and mineral prices while normalizing their operations.

Cement and housing companies will also enjoy growing demand, mainly in the United States, linked to reopening processes and investment in infrastructure and housing.

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For his part, Juan Rich, from Ve Por Más, explained that a general recovery is expected this year, mainly in sectors that were mostly affected by the health crisis and that should have a significant recovery, especially in opportunities for the remainder from 2021.

Where a better recovery could be observed has been retail in department stores, hotels, airlines, cruises, restaurants, as well as some industrial issues that still benefit from the high prices that they are seeing in some of the metals and energy companies that are also due to high prices that were seen in relation to oil.

The executive recommended focusing on sectors and companies that add value or that focus on value in order to maintain and generate positive returns in an environment under which we could begin to see changes in some of the monetary policies at a global level, within the framework of high inflation.

For investors, they recommended weighting fixed income and variable income instruments based on their risk profile.

In Solili you can consult the Real Estate Report of Offices and Industrial to 2Q 2021

Original note