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The Top Megatrends Papers of 2019

The Best of 2019 - Megatrends

The winning and commended papers for all 15 categories at the 2019 Savvy Investor Awards were announced on December 9th.  The first link below will take you straight to our blog for the Best Megatrends Paper category, where you can view both the winning and highly commended papers.

Additionally, we've included some great papers from the past few weeks that discuss aspects of megatrend or thematic investing, most of which just missed the cut off for this year's awards. 

wind turbine megatrend


SAVVY INVESTOR AWARDS


The Best Megatrends of 2019 (Savvy Investor Awards)

The winner of the 2019 Savvy Investor Award for Best Megatrends paper was BNY Mellon Investment Management for their insightful paper on the challenges posed to investors by artificial intelligence (AI) and climate change. To access this paper and the other highly commended papers, please click the link above.


RECENT MEGATRENDS CONTENT


The failure of monetary stimulus (JP Morgan AM, 2019)

JP Morgan AM assesses the effectiveness of both conventional and unconventional monetary policy easing by global central banks in stimulating aggregate demand after the global financial crisis.

E-commerce proliferation: New economy, same old returns? (JP Morgan AM, 2019)

In this paper by JP Morgan AM, they document the rise and acceptance of e-commerce across the US economy, how it has affected companies, and how investors might access this growing trend via public and private markets.

Why alternatives are becoming mainstream with investors (AGF Investments, 2019)

For compliance reasons, this paper is only accessible in the United States and Canada

AGF investments' executives held a recent roundtable to discuss the inexorable rise in the scope and range of 'alternative assets' currently available. Investments in 'alternatives' reached $8.8bn in 2018, and expectations are that number could reach $14bn by 2023.

Long Live Our Batteries: Standardising recycling, the challenge in the EV market (Candriam, 2019)

For compliance reasons, this paper is only accessible in the UK & Europe

Candriam investigates the potential issues that recycling millions of EV batteries is likely to pose in coming years.

The billionaire effect (UBS/PwC, 2019)

This is the sixth UBS/PwC report on wealth generation. It focuses on the 'billionaire effect', which is the ability of leading entrepreneurs to transform entire industries, create large numbers of well-paid jobs, and their ability to transform and influence lives via philanthropic activities.

African Capital Markets: Challenges and Opportunities (CFA Institute Research Foundation, 2019)

This detailed CFA Institute/ASEA (African Securities Exchanges Association) brief investigates, with the help of local contributors, the economic and investment landscape in 10 different markets across Africa.

The global implications of water shortages (DWS AM, 2019)

For compliance reasons, this paper is only accessible in the United Kingdom

DWS AM examines some of the potential implications that global water shortages may bring.

Silver to Gold: The business of aging (Milken Institute, 2019)

An aging, particularly Developed World, population is one of the big demographic changes currently underway. This report examines some of the challenges and opportunities presented by this trend.

How could climate change impact sovereign risk? (FTSE Russell, 2019)

This paper by FTSE Russell proposes the concept of climate risk manifesting itself into sovereign risk. It suggests that sovereign bond investors should be conversant with the material effects of climate change on this particular asset class.

Megatrends in Africa (Finnish Ministry of Foreign Affairs, 2019)

This paper from the Finnish Ministry of Foreign Affairs examines six megatrends that are currently shaping Africa, and will continue to do so for decades to come.