Mega-Trends 2023: Aligning with tomorrow’s trends
The Mega-Trends Portfolio has returned 40% since its inception in 2019 - not a bad performance considering the enormous challenges that have hit the market in that time. Now in 2023 the world looks a little different to how it did when we kicked off the portfolio, and so we are making some changes which you can read about here (or download in our latest PDF).
When we set up the Mega-Trends Portfolio at the end of 2019, we sought companies with exposure to four key themes:
- Environmental consciousness driving changes in consumer behaviour
- Use of robotics, automation and artificial intelligence
- Proliferation of digital wallets and bitcoin
- Next generation healthcare
The world (and the markets) have shifted since then. With the advent of Covid-19 came a renewed focus on health and medicines. Global government responses to the pandemic resulted in big behavioural changes - lockdowns accelerated…
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