Insights for professional investors
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Insights for professional investors
Moore’s Law – the exponential development of computing power – is a familiar concept to many investors. But what if exponential technological progress suddenly becomes the norm? Artificial intelligence, new energies, electromobility, environmental technology, robotics, genetic engineering, medical technology – the list of industries that will see quantum leaps in technological development in the coming years can be continued indefinitely. Three investment experts from Global X, Pictet Asset Management and VanEck present insights and solutions on megatrends that will shape society, economy and financial markets in the coming years.
Note: The following information is for professional investors from Germany, Austria and Switzerland.
Thematic Equities should be an important part of a Global Equity allocation. Why? First of all, it is important to understand that forward looking thematic equity strategies invest in companies whose prospects are influenced by powerful forces that are changing our world: Megatrends. In his presentation, Gertjan van der Geer will outline the megatrends and how the best investment ideas can be identified.
In recent months, supply bottlenecks restrained growth and push inflation higher. As a result, building resilient supply chains are now priorities globally. We believe companies will prioritise supply chain integrity over the cost savings associated with offshoring. Robotics and automation technologies are likely to play a key role in helping control expenses associated with reshoring.
In his presentation Florian Körner will show how technologically driven megatrends are leading to another megatrend itself: energy transition. Florian will show the driving forces behind energy transition and will discuss which sectors and companies could benefit from this development that will most likely be prevalent for decades to come.
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