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Five things you should know about trends investing

Five things you should know about trends investing

15-03-2019 | Insight

How can you find tools that separate long-term investment opportunities from short-term hypes? Our trends investing booklet shows you how to do just that. In this booklet we look at three megatrends that shape today’s world – transforming technologies, sociodemographic changes and ‘preserving Earth’.

  • Henk Grootveld
    Henk
    Grootveld
    Head of the Trends Investing Equity team and Portfolio Manager
  • Steef  Bergakker
    Steef
    Bergakker
    Senior Portfolio Manager

We analyze behavioral biases, or filters through which people look at trends. Due to these biases, investors typically underestimate the exponential growth potential of trends. We then discuss the stages of the Gartner Hype Cycle, an understanding of which helps you find long-term winners and build a portfolio.

The booklet then looks at the way the disruptive megatrend of digitalization has changed a variety of industries, from financial services to manufacturing. Along with this came a set of new winning business models that have come to the fore amid several waves of digitalization. It concludes by showing how trends have been a key factor in the industry’s profitability over time.

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