Are these megatrends overhyped or underrated?
In this panel session, three global investing experts break down the world's biggest megatrends and name their top picks for the year ahead.
Global equity markets are the breeding ground for tomorrow’s mega-cap business.
Investors who have identified the few winners in structural growth industries have made exceptional returns.
Which of the megatrends are worth your attention, which are overhyped and which are the most underrated opportunities in global equities?
In this session, Livewire's James Marlay was joined by Alphinity's Mary Manning, Munro Partners' Nick Griffin and Antipodes' Jacob Mitchell to find out.
Timecodes:
- 0:00 - Introduction
- 2:24 - What Nick Griffin is hearing at the coalface
- 4:16 - Jacob Mitchell: Hard, soft or no landing?
- 6:22 - What Mary Manning has learnt from her portfolio companies
- 7:32 - Are the "magnificent 7" overhyped or underrated?
- 21:33 - Is the energy transition overhyped or underrated?
- 28:37 - Underrated ideas that the market has missed
- 30:54 - Mary Manning's top idea
- 32:30 - Nick Griffin's top idea
- 35:09 - Jacob Mitchell's top idea
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Livewire Markets
Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.
Expertise
Livewire Markets
Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.
Expertise
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