David Stevenson: From egg freezing to Crispr, new ways to play demographics citywire.co.uk - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from citywire.co.uk Daily Mail and Mail on Sunday newspapers.
In a bigger is better world, it is no longer enough for economists and investment managers to talk about trends. Instead, they talk about megatrends – massive global changes that transcend physical, geopolitical and cultural boundaries.
In theory, these huge global shifts, such as an ageing population and the changing climate, should provide rich pickings for investors. After all, if we are all eating less meat, then vegan burger companies should do well, and surely hip replacement businesses should form the bedrock of your portfolio if we are all getting older?
But thematic investing, as fund managers tend to refer to the strategy of picking businesses that might ride this wave of global change, is harder than it looks. We do not have a crystal ball, and seismic events, like a global pandemic, can put predictions out of kilter.
So how can you capitalise on this predicted ageing boom, especially now that more than 90 per cent of over-65s in the UK have been vaccinated against Covid?
Finance: Why ageing population equals new investments whtimes.co.uk - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from whtimes.co.uk Daily Mail and Mail on Sunday newspapers.