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Best Megatrends Paper 2020

Robeco wins Best Megatrends Paper 2020

Savvy Investor's ''Megatrends'' Award category considers papers that are written about significant secular trends; those with the capabilities to create structural change in the environment or investment landscape. Primarily, these are trends that are technological, demographic, societal, geographic, or environmental in origin. Although trend and thematic investing usually has a longer-term focus, the COVID-19 crisis has unquestionably accelerated several pre-existing trends. Robeco’s winning paper focuses on three megatrends, elaborates on what they think makes a trend investable, and offers helpful insights for investors searching for structural winners.

best megatrends paper 2020


The Big Book of Trends and Thematic Investing (Robeco, 2020)

Robeco's paper explores the rationale behind trend and thematic investing, which has become increasingly popular with investors in recent times. They identify three megatrends whose effects the world is already grappling with and which will last for decades. The authors note that megatrend investing may be viewed through an evolving sustainability lens. Some have described the recent boom in sustainable investing as a trend itself. Finally, they illustrate several of the non-standard tools that may be used to help find the structural winners of tomorrow.


Business Models for a Post-Pandemic World (NN IP, 2020)

This paper by NN Investment Partners suggests that there have been three distinct responses to the COVID-19 crisis. The U.S. “shareholder first” model, the European “stakeholder” approach, and the “stateholder” method favoured by the Chinese. They explore each approach in detail and then offer suggestions as to which one might be the most successful when implemented in a post-pandemic world.

After the Great Lockdown: Investment implications of new realities (PGIM, May 2020)

PGIM‘s paper taps into the investment expertise available across the firm, outlining the different responses to COVID-19 from governments, consumers and companies. The paper's primary focus is how companies might react to changing circumstances during and after the COVID crisis because the decisions they make affect both corporate equity and debt valuations, which make up the majority of institutional investment portfolios.

Megatrends 2020 and Beyond (EY)

This paper from EY notes how the COVID-19 crisis has accelerated many existing trends, devastating some business models, while transforming others overnight. The authors argue that an understanding of the likely impact of these megatrends on businesses helps companies better plan and adapt to a post-COVID-19 world.

The Next Normal: The recovery will be digital (McKinsey & Company, Aug 2020)

McKinsey & Company's collection of papers highlights the variety of approaches that businesses and management teams have adopted when contending with the transformational effects of the COVID-19 pandemic. Many companies were already adopting elements of a digital makeover before COVID-19 set in, whilst others hastily responded. A key focus of this collection is the increasing demands made on business by cybersecurity.

The Top 10 Emerging Technologies of 2020 (WEF)

This article from the World Economic Forum looks at a number of novel technologies that have the potential to revolutionize healthcare and spur societal and economic progress by the disruption (or outperformance) of conventional ways of addressing tasks. A range of technologies – including carbon capturing cement, photocatalysts and spatial computing – are highlighted in this piece.

Some Suspicions About the Coming Years (Baillie Gifford, Apr 2020)

This thoughtful piece, from Baillie Gifford's James Anderson, draws on a range of contemporary and historical views and opinions to help inform thinking about the state of the world and the challenges it faces, particularly post COVID-19. He muses on how the pandemic will function as a catalyst for change, while additional insights help to influence the investment decisions he makes.



View all Award category winners and read the latest news from Savvy Investor directly from CEO Andrew Perrins in the 2020 Awards Magazine. Download now!



The Savvy Investor Awards celebrate the best content from across the global institutional investment industry. We present awards across 14 different categories including the best overall paper.

Every year our Content Team handpicks and uploads over 10,000 articles and papers to the Savvy Investor platform. This library, alongside engagement data from 50,000+ members, means our judges are well-placed to identify and assess the award-worthy papers of 2020. The Awards are judged on many elements including the depth, quality, readability, and of course, appeal and relevance to our institutional investor audience. In a world saturated with content, and where it’s difficult to cut through the noise, it is a great pleasure to award quality, cutting edge, and deeply engaging thought leadership to the investment community.

As the leading content hub for institutional investors, the Savvy Investor Awards were designed to help to affirm or establish authors and firms as true thought leaders within the industry.



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