Macro Trends

Macro (structural or secular) trends are long-term trends that span several decades; sometimes even longer. Use the top menu for links to the macro-trends identified below:

  1. Global population
    • Ageing populations in developed countries
    • Growing populations in under-developed countries
    • Migration
  2. Environmental damage
    • CO2 and methane emissions
    • Plastic pollution
    • Over-fishing
  3. Decarbonization
    • Renewables
    • Electric vehicles (EVs)
    • Nuclear power
    • Hydrogen
  4. Internet
    • Online search
    • Online retail
    • Online payments
    • Social media
    • Online entertainment
    • Cloud
    • Cybersecurity
  5. Digital communication
    • Smart phones
    • Digital payments
    • Digital currencies
    • Blockchain technology
    • Passive investing through ETFs
  6. Automation
    • Internet of things (IoT)
    • Robotics
    • Artificial intelligence (AI)
    • Self-driving vehicles
  7. Medical Technology
    • Biotechnology
    • Applied technology
  8. Financialization
    • Low interest rates
    • Debt bubble
    • Rising inequality
    • Political unrest
    • Decline of the Dollar
  9.  Globalization
    • Asian middle class
    • Deflation
    • Trade wars are class wars
    • Thucydides trap (great power conflict)
    • Pandemic

Our strategy involves identifying industries which stand to benefit from these trends (while avoiding those industries at a disadvantage).