The strategic role of technology in investments in Italy
The technology sector continues to be the primary driver of performance in private markets and in mergers and acquisitions (M&A). According to a recent analysis by HAT SGR, a well-known Italian asset management company, technological innovation remains a central element for those seeking solid returns in the current economic landscape.
Despite the importance of the sector, experts at HAT SGR suggest a change in perspective for investors. The analysis indicates that the best growth opportunities are no longer found exclusively in so-called "digital enablers" or simple digital services, which have dominated the market in recent years.
The proposed strategy instead points toward a more accurate selection of companies. The goal is to identify entities that use technology not only as a support tool, but as a fundamental basis for creating added value and long-term competitiveness in the Italian and European markets.
This vision reflects a shift in how institutional investors view private capital. In an economic context characterized by uncertainty, the ability to distinguish between companies that offer concrete technological solutions and those that merely offer basic digital services becomes essential for investment success.