Mega-trends are generational trends (structural or secular) that span several decades; sometimes even longer. Use the top menu for links to the macro-trends identified below:
- Global population
- Ageing populations in developed countries
- Growing populations in under-developed countries
- Migration
- Environmental damage
- CO2 and methane emissions
- Plastic pollution
- Over-fishing
- Decarbonization
- Renewables
- Electric vehicles (EVs)
- Nuclear power
- Hydrogen
- Internet
- Online search
- Online retail
- Online payments
- Social media
- Online entertainment
- Cloud
- Cybersecurity
- Digital communication
- Smart phones
- Digital payments
- Digital currencies
- Blockchain technology
- Passive investing through ETFs
- Automation
- Internet of things (IoT)
- Robotics
- Artificial intelligence (AI)
- Self-driving vehicles
- Medical Technology
- Biotechnology
- Applied technology
- Money, Debt & Interest Rates
- Low interest rates
- Debt bubble
- Rising inequality
- Political unrest
- Decline of the Dollar
- Globalization
- Asian middle class
- Deflation
- Trade wars are class wars
- Thucydides trap (great power conflict)
- Pandemic
Our aim is to identify industries which stand to benefit from these trends (while avoiding those industries at a disadvantage).