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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.