Demand for real assets is underpinned by megatrends which persist throughout market cycles, allowing investors to develop forward-looking investment strategies with confidence. Megatrends play out slowly and are inherently difficult to disrupt. But over the last few years we have seen a period of unprecedented change.
Given the turbulence, we are re-examining the megatrends that shape our investment landscape to uncover new opportunities – and new risks – that we should consider when investing in real assets.
In the first of this nine-part series, we unpick what a megatrend is, how they are changing in reaction to global events and how these disruptors are interacting with one another. Stay tuned for the next articles in the series released over the course of the year.
