MegatrendInvestements.com aggregates the latest news on global megatrends.
China may soon severely restrict how local start-ups raise funds from foreign investors. For Beijing sanctions would offer a way to enforce its strict capital controls and protect sensitive data[…]Read more
Brave, smart or lucky? Here is our pick of the 3 most important Stablecoin news stories during the week. Last week we saw further reflection on the appropriate role of regulators. […]Read more
Warren Buffett’s Berkshire Hathaway has remained alongside oil and mining groups Chevron, ExxonMobil and Glencore among the nearly 17,000 companies graded an “F” after failing to provide any environmental data[…]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.