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An attack on our refrigerator? Yes, we can.

IT Security
Seguridad informática
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Investment funds
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Actualidad
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minutos
Publicado
20 Oct 2022
As 5G technology spreads around the world, more devices are connected to the internet. This hyperconnection has resulted in an explosion of confidential data that needs to be authenticated with new tools that provide us with something as ancient and inherent to human beings as security.
  • Governments need business collaboration.
    The European Union has assumed that it cannot progress alone in cybersecurity, which has resulted in a public-private initiative to invest up to 450 million euros. Meanwhile, tax changes in the United Kingdom have encouraged investment in technology startups, most notably cybersecurity businesses.
  • Europe, the great specialist.
    The destruction of jobs during the 2008 crisis meant many people on the continent started training in the technology sector, which has resulted in significant specialisation in this area.
  • A key year: 2018.
    the year in which the General Data Protection Regulation is approved, triggering strong demand for cybersecurity from various industries.
seguridad_central
But there is another determining factor beyond the reach of governments and which is impossible to legislate for: fear.
A fear that affects our day-to-day lives, our well-being. The demand for security is being driven by new housing developments and the perception, on the part of the population, that the measures adopted by public bodies are insufficient.
  • A desire for security in our day-to-day lives.
    We started out talking about a possible attack on our refrigerator in an almost humorous way, but the constant innovation of mobile technology and e-commerce means that computer security must be continually refined.
  • A range of opportunities for security companies.
    Modern life brings with it new and changing threats to which security companies have been able to adapt, operating in a large number of areas.
  • An industry that is expanding its borders.
    The security industry is expanding its borders beyond North America. Europe is stepping up investment in promising businesses and innovations in security.

Security. How it affects our life during the day.

Secure supply of heating and hot water Bisphenol-free baby bottles Active and passive security elements in vehicles Tablets with connection to secure networks Safer foodstuffs thanks to treatability and testing Shopping with secure electronic payments Biometric scanners and passports Secure downloads from the cloud Home with alarm system
Secure supply of heating and hot water Bisphenol-free baby bottles Active and passive security elements in vehicles Tablets with connection to secure networks Safer foodstuffs thanks to treatability and testing Shopping with secure electronic payments Biometric scanners and passports Secure downloads from the cloud Home with alarm system
Source: Pictet Asset Management

Increased government attention also means fresh investment opportunities.

  • Geopolitical tension.
    An increased focus on defence in the face of geopolitical tension has created an exceptionally prolific backdrop for growth, as well as investment opportunities in the cybersecurity sector.
  • More stringent legislation.
    The changes towards more stringent legislation in the field of security results in an increase in the cost of services such as food tests and inspection equipment.
seguridad_inferior

Cybersecurity spending is growing three times more than the economy as a whole.


Graphic source: IDC

Investment universe

The investment universe is made up of companies related to security in various fields: social media, mobile devices, business data, and even governments, which are increasingly exposed to cyberattacks. A business sector that we can divide into:

  • Computer security companies
  • Physical security service companies.

What do the experts think?

  • European companies are well positioned to take advantage of the mutual antagonism between the United States and China, offering opportunities to security services offered from other areas.
  • Estimates vary, but research firms forecast double-digit annual growth for the European cyber security market over the next five years.

Our investment proposal

Invest in funds through shares in infrastructure corporates around the globe.

The value of investment funds1 can fall as well as rise, and you may get back less than you invested.


ISIN
Fund
Risk profile
Issuance
Fees2
Minimum contribution
Fact sheet/Subscribe
LU0256846139
PICTET SECURITY "P" ACC
Advanced
USD
1,60%
1000 €
LU2286300988
ALLIANZ CYBER SECURITY "AT" (EUR) ACC
Advanced
EUR
1,75%
1000 €
LU0909472069
CREDIT SUISSE SECURITY EQ BH (EURHDG)
Advanced
EUR
1,60%
1000 €