
Megatrends & thematic investing
What are megatrends?
Megatrends are powerful, transformative forces that can change the trajectory of the global economy by shifting the priorities of societies, driving innovation and redefining business models. They can have a meaningful impact not just on how we live and how we spend money, but also on government policies and corporate strategies.
The awareness of megatrends in investment processes offers real insights. Because of that, megatrends influence our investment decisions.
What is thematic investing?
Thematic investing is an approach which focuses on predicted long-term trends rather than specific companies or sectors, enabling investors to access big, structural changes that affect investing now - and far in the future. At the center of BlackRock's Thematic investing philosophy lies five mega forces: digital disruption and AI, a fragmenting world, low-carbon transition, demographic divergence and the future of finance. These mega forces change the long-term growth and inflation outlook and are poised to create big shifts in profitability across economies and sectors. This creates major opportunities - and risks - for investors.
Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.







