Unstoppable Megatrends: What Are the Compelling Investment Opportunities in Today’s World to Consider?
How do we adapt our portfolios to capture growth from seismic shifts such as demographic changes and far-reaching innovation? The answer lies in thematic investing.
Today, traditional frameworks such as geographical and sector allocation are becoming less relevant. Instead, we find ourselves looking towards big-picture themes and trends — such as demographic change and far-reaching innovations — to inform our investments instead.
What are the compelling investment opportunities in today’s world to consider? Sam Richmond-Brown, Client Portfolio Manager from Thematics Asset Management (an affiliate of Natixis Investment Managers) shares his perspectives on the three themes that should revolutionise and define the future of our economy: Safety, Subscription Economy and Wellness.
Read on to learn more about these investment opportunities.
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A multi-thematic portfolio built for the future