Global megatrends are multi-decade themes with significant implications for society, the economy and investors. They are driving a wave of new long-term investment opportunities across a variety of industries and asset classes. We have identified four key megatrends which we believe will have the most notable future influence.
From technological innovation, in areas such as artificial intelligence (AI), to protecting the environment, evolving demographics, and the complexities of geopolitics – we see these as the global megatrends driving the future.
These secular, multi-decade stories have major consequences, given that they significantly influence both society as a whole and the wider macroeconomic backdrop. They are generating a wave of new, long-term investment opportunities across industries and asset classes – and will likely fuel investor behaviour for years to come.
These fundamental and pervasive changes shape our strategic investment framework, and help guide how we view society, the global economy and financial markets.
