(PT) Queda da taxa de poupança afeta PIB potencial, diz economista do Fundo Verde
Dividimos com você, aqui, um pouco da forma Verde Asset Management de pensar.
(PT)
Aqueles que seguem a trajetória da Verde já devem saber que algumas das características mais marcantes que buscamos imprimir em nossa empresa são o foco no longo prazo e a busca contínua por novas formas ou novos prismas sob os quais podemos analisar o mundo.
O debate é constante, intenso e muitas vezes acalorado. Denota uma preocupação enorme em não olhar o mundo de uma perspectiva estática, monolítica, questionando todas as hipóteses de investimento o tempo todo.
Isso nos leva ao tema dessa carta: tecnologia e como/se devemos mudar nossa forma de ver o mundo à luz dos desenvolvimentos tecnológicos recentes (spoiler alert: SIM, DEVEMOS).
Um termo será recorrente: Disruption: a mudança abrupta de modelos de negócio. Empresas que em alguns casos operavam há décadas sem ter sua liderança questionada, subitamente se encontram vulneráveis, perdendo mercado de forma acelerada.
Vamos tentar demostrar ao longo deste texto que a velocidade de mudança tecnológica está aumentando com base no custo cadente de novas tecnologias. Isso faz as tradicionais barreiras à entrada cairem drasticamente, levando as empresas de resposta lenta a perder valor com rapidez. Como diria o ex-CEO da GE Jack Welch: “If the change on the outside is greater than the change on the inside the end is near”.
Essa “Disruption” ou mudança rápida significa que mesmo aqueles que nunca investiram um centavo em ações de tecnologia possuem um risco tecnológico relevante em seu portfólio, quer saibam, quer não. Não reconhecer isso pode ter consequências graves.
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