MegatrendInvestements.com aggregates the latest news on global megatrends.
How climate change affects the generations
The stark conclusions of the latest UN climate change report summarising the most recent scientific research drew attention to the effects of global warming already under way across the lifespan[…]Read more
The teen mental health crisis: a reckoning for Big Tech
The last minutes of 16-year-old Ian Ezquerra’s life were spent on Snapchat.Outwardly, the teenager, who had excelled in school and was a member of its swimming team, was a happy[…]Read more
‘A devastating impact’: SVB’s collapse leaves start-ups with a funding hole
In late 2020, Silicon Valley Bank vice-president Armando Argueta offered a word of caution to any start-up founder considering loans from less-established lenders.“Many players come and go in the venture[…]Read more
Articles, blogs and research reports about megatrends and thematic investing.
The rise and rise of thematic investing
InternationalBanker.com – It is always amusing to see if our predictions about the future eventually turn out to be the case. But it becomes even more interesting if an investor is willing to put his money where his mouth is and invest in the trends that are most likely to hold such potential.
What are megatrends?
BlackRock – Identifying the potential for change is a key driver of investment decision-making. Megatrends are structural shifts that are longer term in nature and have irreversible consequences for the world around us. The awareness of megatrends in investment processes offers real insights. Because of that, megatrends influence our investment decisions – from the businesses, industries and countries we invest in to the way we go about finding opportunities.
Thematic investing: thematically wrong?
CFA Institute – Of course, most investors are only interested in themes that generate enviable returns. Thematic investing isn’t just performance chasing, it’s performance chasing with a narrative. That can be a seductive combination. So should investors consider thematic investing?
From indexes to insights: the rise of thematic investing
McKinsey & Company – Leading institutions say this new approach can deliver better performance over the long term than their traditional methods. Here’s how they’re putting it in place.
Megatrends 2020 and beyond
EY – Understanding megatrends will help you see opportunities where others don’t.