MegatrendInvestements.com aggregates the latest news on global megatrends.
The duck-billed platypus, ‘nature’s chimera’, is threatened, its numbers declining © Alamy Stock PhotoIn the lead-up to the UN Climate Change Conference, starting next Sunday, our screens have been replaying[…]Read more
Internal documents have revealed Facebook’s bungled attempt to curb an explosion of hate speech and misinformation ahead of and during the January 6 Capitol riots, causing distress among its employees.The[…]Read more
Beyond going neutral: Addressing healthcare’s supply chain poses the next big environmental challenge
Healthcare companies in recent years have largely focused on reducing greenhouse gas emissions as they strive to become more environmentally sustainable. While that focus has produced several innovations in conservation[…]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.