6 Key Investment Themes For The Next Decade
Source
Thematic investing, or investing based on emerging themes, is fraught with some danger.
Many people
invest in the latest hot theme and get burned soon enough.
Others mindlessly put their money into a...
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6 Key Investment Themes For The Next Decade
Source
Thematic investing, or investing based on emerging themes, is fraught with some danger.
Many people
invest in the latest hot theme and get burned soon enough.
Others mindlessly put their money into a
company based on a theme without regard to valuation or quality of management – another sure-fire way
to end up in the red.
And let’s face it: the future is inherently uncertain.
If picking future investment themes was easy,
everyone would be sipping pina coladas in Bora Bora.
The best investors know this and place their bets
according to probabilities.
That is, they invest when the odds are in their favour and invest large amounts
when those odds offer significant upside with minimal risk.
The question then becomes this: which investment themes might give you the best odds of success over
the next decade? It’s a tough question.
If there’s one thing for which I have a high degree of conviction, it’s
that the world is currently drow
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