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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GenIP shares up 21% on new analytics service and major client
GenIP announced the launch of a new AI-powered product and its first client for the new product, a Big Four accountancy firm.
The top 6 questions Pro Investors are asking AI
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BridgeWise to bring AI stock research services to UAE market
The AI-powered investment intelligence platform has entered the Gulf region after securing an operational license from the DIFC.
IPO Radar: VERAXA, CATL and Zopa
VERAXA plans major RTO in the US, Congress gets shirty with banks over CATL, and Zopa CEO pauses US IPO plans.
Don’t give up on NVIDIA yet, says fund manager
Leading investor in robotics and AI stocks says tariffs will not sink NVIDIA but that investors need to "fasten their seat belts".
IPO Radar: Newsmax, Aspargo Labs and Chime Financial
In IPO news this week, we look at Trump endorsed Newsmax, pharma play Aspargo Labs and US mobile banking provider, Chime Financial
Pila Pharma: Obesity drug R&D could make it takeover target
Within a few years, Pila Pharma aims to be acquired by or partner with an industry player like Novo Nordisk.
What’s dragging down the NVIDIA share price this week?
One of the main factors is concern over energy efficiency regulations in China, which could affect the sale of NVIDIA's AI chips.
Wellnex IPO: A shot in the arm for struggling UK junior market
Wellnex Life IPOs on AIM, raising £5.2m to pay off debt, convertible notes and invest in product development and international expansion.
IPO Radar: Klarna, Stada and Quantum Base
Klarna files for NYSE IPO after return to profit, Stada postpones mega German listing, and Quantum Base is coming to AIM.
IPO Radar: CoreWeave, Hinge Health, Venture Global
CoreWeave cuts deal with Open AI ahead of anticipated IPO, Hinge Health files in New York and Venture Global craters.
Canada’s Top Five Stocks To Watch In A Trade War
Which Canadian stocks look like they can weather the trade war with the US while still providing investors with a decent return in 2025?
The Worldwide Healthcare Trust: a solid choice for healthcare exposure
The Worldwide Healthcare Trust celebrates 30 years this year but it's the next 30 years that look really exciting
DeepSeek is going to disrupt the financial services sector
DeepSeek has rewritten the rules of the game for financial services companies and asks big questions about open source technology
One Health raises £8m for surgical hub ahead of AIM listing
One Health to transition from Aquis to AIM in March seeking greater liquidity as raises £8m to build its first surgical hub
Tristel revenue up as it targets opportunities in high-growth markets
Tristel sees strong performance as it continues to focus on opening up new high-growth overseas markets under new CEO Matt Sassone
Feedback staking future growth on NHS adoption of Bleepa
Feedback hopes capital reorganisation and new funding will help flagship product, Bleepa's penetration into NHS. Buoyed by inclusion in ERF.
UK life sciences company secures major East Asia distribution deal
UK life sciencies stock ProBiotix Health has secured what it is calling an important new supply agreement in East Asia.
UK listed company makes breakthrough on prostate cancer testing
Scientists in Cambridge have developed a new ‘super test’ for prostate cancer in an effort to revolutionise screening and diagnosis.
Novo Nordisk vs Eli Lilly: Who is better positioned for obesity drug demand?
Shares in Novo Nordisk were slumping over 2H of 2024, but has this now created a buying opportunity for investors?
Avon Protection: Will re-built order book be enough to take this stock higher?
Avon Protection looks like one of the best quality stocks on the LSE at the moment, driven partly by fund manager love.
Can NVIDIA stock bounce back from DeepSeek’s challenge?
Investors are worried what further impact DeepSeek's technology will have on Nvidia's stock price - can NVDA bounce back?
China throws down massive challenge to US tech sector with DeepSeek
US stock investors turning bearish as Chinese company mounts challenge to NVIDIA's supremacy with cheaper AI solution.
Stock Tip: Micro cap innovator with a power solution for data centres
This tiny Canadian company is developing a next generation generator that could be the answer to power demands at data centers.
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
Saxo Bank has published its annual list of outrageous predictions for 2025 to illustrate some of the uncertainties that could affect markets
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.