Megatrends and discruptions: consequences for asset management
Friday 22 December 2017
Research / Market
Megatrends and discruptions: consequences for asset management
"Investing in megatrends has several advantages: it is a good way to invest in future “winners”, to go away from secular stagnation themes (weak growth, low rate environment) and to gain greater exposure to secular growth, by reducing exposure to purely cyclical factors and profiting from thematic approaches. It is also a good way to find a more favourable risk/ return ratio, to invest where risk is rewarded."