Investing in MegaTrends
Megatrends are large-scale, long-term trends that significantly shape the future of society, economy, and technology. These trends include digital transformation, globalization, climate change, aging populations, urbanization, and the push for sustainability. Digital transformation drives innovation and disrupts industries, while globalization increases economic and cultural interconnectedness. Climate change and sustainability efforts reshape industries and policies, while aging populations challenge healthcare and social systems. Urbanization shifts demographics and infrastructure needs.
These megatrends interact and influence each other, creating both opportunities and challenges. Understanding them is essential for strategic planning, policy-making, and adapting to the future.
Our easy-to-use guides will take you through the options available to you in order to gain exposure in your portfolio to these important trends.
How to invest in the latest MegaTrends
There are a number of different routes towards investing in the growth of these MegaTrends. Exchange-Traded Funds (“ETFs”) are a great place to start and there is a range of options available for investors within each sector. The advantage of these is that they can capture a lot of the long-term growth across these megatrends, without the risk of investing in single stocks.
For those who are meaningfully more risk tolerant, individual stock picking remains an option. Some safer (but severely more diluted) options include cutting edge larger firms with established business that are already reaping the rewards of exposure to a megatrend sector. Investors with a higher tolerance for risk might look for a unicorn – that’s a small business that could reap significant rewards in the future due to its exposure to the megatrend. However, these unicorn’s, as the name suggests, are hard to find, and for every success story, there will be many failures.
Take a look at our reports below for some investing ideas.
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UK retail investors piled into MicroStrategy in 2024
Bitcoin mania and bullishness in the artificial intelligence sector saw UK traders increase their positions in some popular stocks.
Nvidia: What did we learn from the Consumer Electronics Show?
Nvidia disappointed investors with its presentation in Las Vegas this month, but there are positive implications for other sectors here.
Healthcare to lead the way: AIC
Association of Investment Companies' members tip healthcare, technology and North America as the best-performing sectors for 2025
IPO Radar: 7 Eleven, the biotech sector and Bally’s Chicago
Seven & i holdings in Japan considers IPO of US assets, biotech companies could be coming back to the market, and a Chicago casino.
SpectrumX: Could this be a winning biotech IPO prospect in 2025?
We take a closer look at Spectrum X, a UK biotech company which could list next year, and is currently taking on pre-IPO investment.
Benchmark pockets £260m from sale of genetics division
Benchmark has had a challenging year, but the disposal of its Genetics division sparks a new direction and return of capital to shareholders
Will Pila Pharma be the next game-changer in obesity drugs?
Pila Pharma's stock has been bid up over 140% since the start of the year as it pushes ahead with research into Type 2 diabetes treatment.
Here are Saxo Bank’s eight outrageous predictions for 2025
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IPO Radar: Monzo, CoreWeave, Odyssey Therapeutics
Monzo CFO appointment sparks IPO expectations, CoreWeave aims for $35bn valuation in 2025 IPO, Odyssey Therapeutics meets investors pre-IPO.
FD Technologies: KX subsidiary to drive future growth
This AIM-listed software and computer services stock specialising in data and AI has published its interim results
Share Tip: Chinese AI specialist shares flying again after 1H loss
China tech champion sees its stock rally again following substantial first half loss - will we see more in 2025?
Share Tip: Chinese healthcare tech pioneer partnered with Apple
This week we are tipping a China-based pioneer in healthcare devices which you can wear to keep track of essential readings.
One Health Group performance driven by NHS demand
One Health Group improves earnings and expects to exceed its previous year-end forecast following resolution of the NHS junior doctors' strike
IPO Radar: Brazil Potash, K&F Growth Acquisition, Apotex, The GrowHub
Canadian miner Brazil Potash aims to get an IPO away in New York, while drug maker Apotex may test market next year.
Our top five Japanese large cap stocks for Q4
Fresh from our tour of Japan, we look at five of the top large cap stocks currently trading on the Tokyo Stock Exchange.
The transformative potential of biotechnology and AI in healthcare
The integration of AI into drug discovery is reshaping the biotech and healthcare landscape. Here's how you can invest in these advancements
IPO Radar: Septerna, Swiggy and Horizon Robotics
Biotech company Septerna is coming to NASDAQ, Swiggy cuts its IPO valuation and Hong Kong is back in business with Horizon Robotics IPO
How well is Tecan Group positioned versus healthcare peers?
Tecan Group's share price continues to fall, but is this true of the rest of the healthcare sector in Switzerland?
Free investor’s guide to Artificial Intelligence and Robotics
This guide is designed to help investors evaluate their exposure to the dynamic and rapidly evolving fields of Artificial Intelligence and robotics
Will Snowflake stock ever make it back to $200?
Snowflake has taken a beating over the summer. Can this tech stock rally, or are there better options for investors?
IPO Radar: Cerebras, Upstream Bio and Applied Nutrition
Concerns still swirl around the Cerebras IPO due to the absence of the big tech banks, while London gets ready for Applied Nutrition.
Oxford Biodynamics shares plummet as company faces cliff-edge
Oxford Biodynamics reports increased orders for prostrate cancer test, but high cash-burn leads to strategic review and cost cutting measures
Podcast: ARK Invest’s CEO Cathie Wood on US markets and active ETFs
On the podcast this week we speak with legendary US money manager Cathie Wood, CEO of ARK Invest, about US equity markets.
Sort A Brick to seek new investment for innovative LEGO sorting start-up
A tech start up from Lithuania is pioneering a new AI-driven service to help with sorting and reusing unwanted LEGO bricks.
Perimeter Medical Imaging: is this Chamath Palihapitiya’s hidden gem?
Perimeter Medical Imaging has a major sugar daddy but investors have been worried about his commitment to the stock: is he still on board?
IPO Radar: MNTN, Jackson Acquisition II, OMS Group
Ryan Reynolds' ad company sits down with Morgan Stanley to talk IPO plans, while a $200m healthcare SPAC hits the market.
Ocean Harvest Technology agrees £1.5m new funding following successful swine trials
Ocean Harvest sees a disappointing first half but successful trials and new finance point to a brighter second half
Animalcare sees revenue growth and improved cash position
Animalcare has a transformational year as disposal of Identicare and STEM sees cash position swell to GBP32.9m
Hardware-to-software evolutions in technology cycles
We take a look at technological revolutions of the past and how investors can position themselves for the Artificial Intelligence revolution
IPO Radar: Applied Nutrition, Zenas BioPharma, BingEx
Applied Nutrition said it would be seeking to float on the LSE main board at some time in the course of Q4.
IPO Radar: Kioxia, MBX Biosciences, Siguiri Gold
Japanese SSD maker Kioxia is relaunching its IPO bid in Tokyo after a four year hiatus, while MBX Biosciences files in the US.
Here are the world’s top five healthcare stock bets in Q3
The spread of mpox in Africa is shifting billions into the healthcare sector: here we look at five of the best stocks in healthcare.
Mpox outbreak: vaccine makers see massive surge in share price
Stocks of vaccine makers and manufacturers of testing equipment surge as mpox virus spreads in central Africa.
Incanthera poised for massively scaled up skincare launch in Europe
AQSE-listed cosmetics group Incanthera said it has radically expanded the size of its initial skincare launch in Europe.
Aquis welcomes IntelliAM as its newest member
IntelliAM doesn't let moss grow under its feet as rolls forward from IPO earlier this month with research grant from Digital Innovation Fund
ECO Animal Health shares up 25% after solid year-end results
ECO Animal Healthcare moves the needle in the right direction as it delivers a positive set of final results
Artificial intelligence analysis of investment funds and the ETF universe
A new fund analysis solution will provide high levels of detail into funds including ETFs and their underlying assets.
Investor confidence hits pre-pandemic high ahead of UK election
Latest intel from AML Group shows that UK investor confidence has returned to pre-pandemic levels for the first time.
Podcast: Investing in Technology Megatrends – AI, Cybersecurity and the Cloud
Mobeen Tahir of WisdomTree joins us again to talk Cloud Computing, AI, Cybersecurity and the Internet of Things
EDX Medical secures funding to fuel development of cutting-edge diagnostics
EDX Medical rapidly grows through new capital investment and acquisition. EDX shares offer +100% return over one-year
Brightwave receives $6m in seed funding for AI-driven stock research
Brightwave has already been making waves in the hedge fund space, where managers are leveraging its unique perspectives.
REX Shares launches covered call Artificial Intelligence ETF
AIPI is designed to provide investors with exposure to leading AI companies while aiming for an enhanced monthly income.
Weight loss wonder drugs: what do the fund managers think?
Massive interest in anti-obesity drugs has driven the share price of Novo Nordisk and Eli Lilly to dizzying heights.
TheraCryf reports progress despite loss
Theracryf poised for growth despite weak share price. Acquisition boosts pipeline expanding into behavioural brain disorders
FD Technologies: short-term pain for long-term gain in AI?
FD Technologies share price is down 30% in a year but its restructuring process could unlock value for patient investors
Podcast: Why invest in Healthcare? with Paul Major, Bellevue Healthcare Trust
On this podcast, Paul Major, Investment Manager of Bellevue Healthcare Trust talks to Stuart Fieldhouse about the Healthcare sector
US Stock Tip: This US healthcare insurer is changing the industry with a tech-driven service
This week we are buying a US large cap health insurance specialist which is using technology to deliver a better experience for customers.
Voyager Life looks from pharmacies to pets to continue growing
Voyager Life continues a year of progress seeking to diversify its production chain vertically despite two failed acquisitions
The party in artificial intelligence stocks looks far from over
Headlines are being dominated by Artificial Intelligence stocks and whether they are overbought but earnings season has given us evidence
Is Eco Animal Health set for a share price correction?
ECO Animal Health has published a positive trading update to emerge from the sector's dark cloud with analysts seeing a buying opportunity