Cover story
4 / 5
[ MEGATRENDS ]
Cherry Reynard looks at the
themes set to drive growth in
markets over the coming decades
Megatrends
I
n a generally lacklustre
economic environment, there
are still opportunities to harness
astonishing growth: for example,
by 2030, McKinsey predicts 70 per
cent of companies will have adopted at
least one type of artificial intelligence
technology, worth around $13trn
to the global economy. Elsewhere,
renewables, complemented by
nuclear, will provide more than half of
global electricity by 2035; their share of
the overall energy mix will rise from 19
per cent today to 34 per cent in 2050.
These are significant trends attracting
significant amounts of capital and,
as such, should be fertile hunting
grounds for investors. With this in
mind, numerous asset managers
are prioritising the identification of
“megatrends” – those compelling
economic forces that are reshaping
the world – as a tool to find companies
with a strategic advantage.
TRUSTNET
Numerous asset managers are prioritising the
identification of “megatrends” – those compelling
economic forces that are reshaping the world – as a tool to
find companies with a strategic advantage
trustnet.com