“Games are won by players focused on the playing field, not by those whose eyes are glued to the scoreboard.. ”

Sometimes it’s difficult to ignore the noise, the clashing cords of confusion, speculation, terror and joy that drives the current market. Just like cold water swimming, it’s shocking but refreshing when something new and different emerges to make us think, something that feels more in tune with your own beliefs.

Everyone says they watch the megatrends – long-term structural changes to the foundations of the investible universe. These will be irreversible and are happening all around us – you have no choice but to adapt and run with them. Many trends have facets that are inter-related i.e: Better education will slow population growth, drive wealth, open tech innovation opportunities, reduce agricultural and water pressures, and defuse geopolitical tensions. What opportunities do these create? You get the drift.

The market is working around a number of Megatrend themes:  Full Article