PREMIUM
Mega Trends Portfolio: fantastic performance in the year to date
Exposure to the world-biggest trends has driven a stand-out performance for our speculative portfolio
It is fortunate that the five themes we chose to follow with our ‘Mega Trends’ portfolio – environmental consciousness, use of robotics, digital wallets, next generation healthcare and improvement of electric vehicles – have been spurred by coronavirus.
Robotics, digital payments and next generation healthcare have, in particular, been thrust into the spotlight by the need to fight the virus while the world’s population lives and works in isolation. Meanwhile, clean energy targets are being shouted…
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