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Thematic and Secular Trend Investing: Jan 2022

Key Secular Trends and Thematic Investing Ideas: Jan 2022

The coronavirus pandemic has accelerated some trends that were already in place and instigated new ones. Hybrid working regimes seem to be widely accepted now, and e-commerce continues to make inroads into traditional forms of bricks-and-mortar retailing. ESG, the energy transition, and the dash for net-zero seem to be the next most pressing issues to be addressed by investors, post-pandemic.  

This selection of papers investigates a range of thematic and secular trend investing ideas, ranging from globalisation, the increasing frequency of cybersecurity breaches and their impact, to the social, political, and economic drivers of change across Latin America. One theme that is ongoing is the reform to investment markets, usually in the shape of new regulations. A paper from Coalition Greenwich looks at the SEC agenda for market structure in 2022, with tokenisation and market data pricing high on the priority list. MetLife IM looks at the conditions which have led to a surge in demand for single-family rentals, some of which can be directly related to factors associated with Covid.   

 

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The Trends Shaping our Future in 118 Charts (Robeco, Dec 2021)

In this compilation, Robeco’s experts have produced over a hundred charts related to all kinds of investing trends, including digital technologies, demographics, and the rush to net zero, illustrating how they are reshaping our future.

The Outlook for Single and Multi-family Investments (MetLife IM, 2021)

Metlife IM highlights the attractions and opportunities in one of the key trends in the U.S. housing market sector; that of the growth in demand for single-family rental homes.

Modern Variants of Capital: Digital capitalism (Enterprising Investor, 2021)

CFA Institute’s Enterprising Investor column looks at the growth in digital capitalism which is leaving very little of people’s social and economic lives untouched.

ESG Thema Carbon-efficient Technologies: The race to net zero (Amundi, 2021)

For compliance reasons, this paper is NOT accessible in the United States

Amundi looks at how carbon-efficient technologies might affect the legacy power companies.

Extreme Cyber Event Effects on Asset Portfolios (Capco, 2021)

Extreme cyber security attacks are becoming more common – and more costly, too. The authors propose a framework that could be adopted in the internal risk models of insurance businesses.

Global trends 2021-2026 (Kearney)

This paper from Kearney looks at five key tends they expect to impact both investment and economies in the years ahead.

Market Structure Trends to Watch in 2022 (Coalition Greenwich)

Coalition Greenwich outlines a range of market structure changes and technology trends which they expect to impact the investment industry in 2022.

Latin America: The Post-pandemic economic decade (CEPR, 2021)

CEPR’s eBook discusses the considerable challenges that face the Latin American region, with Covid-19 having already exacerbated several pre-existing, social, political and economic issues.

The Future of Globalization (Wells Fargo Investment Institute, 2021)

Wells Fargo Institute illustrates how globalisation is evolving as various forces reshape the connections between individuals, economies, and markets. They highlight some potential opportunities that may present themselves over the coming years.

Metamorphosis: Themes and opportunities for 2022 (Mercer)

Mercer outlines several key themes and challenges they believe investors should consider within a decision-making framework.

Tech and Data: Driving the energy transition (S&P Global Platts, Dec 2021)

S&P Global Platts offers insights into energy and commodity markets, highlighting key trends and analysing news and events.

Drones: Commercial application for the future (Morgan Stanley IM, 2021)

Morgan Stanley IM investigates some of the challenges, particularly regulatory ones, facing drone operators as they seek widespread adoption of the technology and usage becomes commonplace for commercial activities and tasks that previously could only be undertaken by humans.

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