What are the key secular themes that are going to drive markets over the next decade?
Those who correctly forecasted the meteoric rise of consumer-facing technology ten years ago and tilted portfolios towards the US will have reaped huge rewards. Yet today, investors must recognise that change is afoot. The leadership position of consumer tech is being gradually eroded: climate tech is the new disrupter in town. For European stocks in particular, this would be a very positive shift following several years of relative underperformance. Climate catalysts With global energy demand projected to increase by 50% over the next 30 years, the need for technology solutions to ...
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