MegatrendInvestements.com aggregates the latest news on global megatrends.
Providence, a not-for-profit health system based in Washington, on Tuesday reported a first-half net loss of $1.84 billion, as the industry’s higher expenses and staff shortages plague another heath system. The[…]Read more
Members of the Minnesota Nurses Association voted overwhelmingly to authorize a strike against seven health systems in the Twin Cities and Duluth, union officials say. The vote Monday gave nurse[…]Read more
AstraZeneca has sued a former top business development executive to delay him taking a job at rival GSK, claiming he received awards worth over £600,000 to sign a non-compete agreement.[…]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.