PREMIUM
Microsoft and Novo Nordisk shine for the Mega-Trends Portfolio
- The Mega-Trends Portfolio is up 7.5% in the year to date
- New additions Microsoft, Novo Nordisk and Cameco lead the way
- Exposure to cyclical industries has restricted growth
On reviewing the Mega-Trends Portfolio at the start of 2023 we concluded that our stocks perhaps weren’t giving us adequate exposure to some of the biggest shifts happening in the world today: demand for alternative energy solutions, improvements in artificial intelligence and the need for medicines to suit modern lifestyles.
And so we added Cameco (a Canadian based Uranium miner), Microsoft (which has a large stake in OpenAI - the current leader in the race to…
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