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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’.

  • Steef  Bergakker
    Steef
    Bergakker
    Senior Portfolio Manager
  • Jack  Neele
    Jack
    Neele
    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.

Best Megatrends Paper
Best Megatrends Paper
Savvy Investor Awards 2019

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Disclaimer:

This report is not available for users from countries where the offering of foreign financial services is not permitted, such as US Persons.

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