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8 May 2020

Friday Tidbit: Mega Trends post COVID-19

Many of these Mega Trends are well known and well documented.

The question rather is whether this Portfolio Managers expectation will come to pass based on these Mega Trends because much of this was previously predicted for post 2008 Global Financial Crisis and yet in the past 12 years prior to COVID-19, listed companies have delivered and significantly in terms of profit and return.

Our professional guess for why it is so difficult to work out what is going on is that no one Portfolio Manager really understands the future impact of AI (artificial intelligence) and by extension how software will consume the World.

Enjoy the thinking exercise.

Click for charts.


At Newealth we are always looking to support and promote our clients wherever possible and if you have any ideas or comments, please feel free to email me or to call me on +61 2 9267 2322.

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