09 December 2021

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How much are megatrends worth?

Author: Luigi Campopiano

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Here are some figures behind the change:

• Life expectancy in the world has risen by 24% in the last thirty years (from 58 years in 1970 to 72 in 2020);

• Online commerce up 55% over the next three years, with a rise from $ 4,200 billion in 2020 to $ 6,500 billion in 2023;

• The number of electric cars in circulation is expected to increase fifty times by 2030 (from 4.79 million in 2019 to 245 million in the next decade).

The advent of Covid has accelerated some secular trends that are already rooted:

• It has speeded up the processes of technological integration;

• He pushed for scientific and medical progress;

• Made the issue of sustainability closer and more concrete (respect for the environment, people, and companies).

Taking advantage of long-term structural trends means investing in technological, demographic, and scientific evolution. There is no shortage of opportunities on the market:

1. The need to reorganize the main welfare systems of the various countries is accompanied by a new business and investment opportunity, the Silver Economy;

2. Given the lack of space and resources on our planet, the importance of changing life and consumption habits and redefining economic, social, and government models in the direction of sustainable development is growing. Investing in companies that integrate ESG factors into their activities̀ makes it possible to seize the opportunities associated with this trend and to contribute to the development of more sustainable investment models;

3. The progressive technological development, which has led to the elimination of physical distances even remotely, facilitating the dissemination of information, influencing social relationships, and changing consumption habits, has been accompanied by increasingly aware consumers' needs. And so, new consumption models become an investment opportunity.

The best investment solution could be an international equity fund which, with an active management approach, invests in a diversified portfolio of shares representing innovative large-cap companies, able to take advantage of long-term structural trends linked to demographic evolution.