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MegatrendInvestements.com aggregates the latest news on global megatrends.
Apple’s growth streak under threat as China’s zero-Covid backlash bites
Apple risks breaking a 14-quarter growth streak during the peak holiday period as chaotic conditions at its assembly plant in China hit iPhone production, marking the company’s biggest supply chain[…]
Read moreUK civil servants warn over lack of digital resources and skills
More than half of UK civil servants have warned their departments lack the technological tools, resources and skills necessary to transform public services, according to a government-backed survey.Earlier this year,[…]
Read moreHow big a threat is Zantac really?
You’re a hedge fund manager with a big idea. US lawyers are recruiting plaintiffs for a class action that echoes one of the great short trades in recent years. You[…]
Read moreMegatrend insights
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.
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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.
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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?
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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.
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Megatrends 2020 and beyond
EY – Understanding megatrends will help you see opportunities where others don’t.
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