It’s been a tumultuous year so far for investors. As they try to navigate a world of low growth, rising inflation and interest rates, and the impact of the Russian invasion of Ukraine, where does that leave investing in long-term trends – or so-called megatrends?
Our Megatrends report explores whether the themes – big strategic global shifts – we identified in our inaugural 2021 survey are enduring, or whether their influence on investment decisions has been replaced by newer concerns.
The overwhelming consensus from our panel of 800 wholesale investors across Europe and the US is that these seven megatrends will remain the major influence on investment decisions over the next three to five years:
- Climate change and scarce resources
- Technological advance
- Healthcare innovation
- Changing population demographics
- Change in the economic paradigm
- Global polarisation
- Maturing of emerging markets
Despite the volatile times, climate change, technological advance and healthcare innovation are the top-three key trends for a second year.
Investors are capitalising on them while also balancing shorter-term risks through investing in public markets, shifting to more resilient asset classes, and the integration of ESG criteria. These are all explored in our Megatrends report.
It’s been a tumultuous year so far for investors. As they try to navigate a world of low growth, rising inflation and interest rates, and the impact of the Russian invasion of Ukraine, where does that leave investing in long-term trends – or so-called megatrends?
Our Megatrends report explores whether the themes – big strategic global shifts – we identified in our inaugural 2021 survey are enduring, or whether their influence on investment decisions has been replaced by newer concerns.
The overwhelming consensus from our panel of 800 wholesale investors across Europe and the US is that these seven megatrends will remain the major influence on investment decisions over the next three to five years:
- Climate change and scarce resources
- Technological advance
- Healthcare innovation
- Changing population demographics
- Change in the economic paradigm
- Global polarisation
- Maturing of emerging markets
Despite the volatile times, climate change, technological advance and healthcare innovation are the top-three key trends for a second year.
Investors are capitalising on them while also balancing shorter-term risks through investing in public markets, shifting to more resilient asset classes, and the integration of ESG criteria. These are all explored in our Megatrends report.