Back the future when investing. The megatrends model at a glance.

Alignment with social trends creates new and interesting opportunities for investors. That’s why it is essential to keep an eye on the future.
The Vontobel megatrends model provides you with clear orientation and an overview of the trends that will have a major impact on society and the financial markets.

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10 investment ideas for you – as identified by our experts.

Inspired by our megatrends model, our experts identified ten investment ideas for you to consider. Ten opportunities to thereby enable you to participate in future development. The overview of the products:

  

Mit Investitionen lassen sich positive Veränderungen bewirken, etwa wenn erneuerbare Energien erschlossen werden. Hier am Beispiel eines steil von oben fotografierten Windparks

Impact for Good

Many companies in the market are not only economically successful but also take their social and environmental responsibilities very seriously. Invest in companies identified by our experts that have found clever ways to combine good returns with sustainability.

  

Wasser als Investment-Thema: Ein achtlos laufen gelassener Wasserhahn verdeutlicht den steigenden Wasserverbrauch der Menscheit

Aqua

Water is an irreplaceable commodity and supplies are limited. Although the oceans are full of it, only one in a thousand liters is drinkable. These facts collide with the increasing water consumption of mankind. Innovative solutions are needed more than ever to tap, treat, secure and clean water.

  

Vielfalt und Chancengleicheit als Investment-Thema: dargestellt durch eine Gruppe von Frauen und Männern unterschiedlichen Alters und Ethnie

Power of Diversity

Anyone who thinks that diversity in companies only pays off in terms of values such as fairness and equality is mistaken. There are also economic reasons for filling in gaps in gender equality, such as the increasing but still low proportion of women in management positions. “Gender diversity”-oriented companies create ideal conditions for improving corporate management, ensuring a healthy balance sheet and promoting innovation.

  

Neue, präzise Anbaumethoden setzen auf Drohnen. Hier schwebt eine Drohne über einem grün bepflanzten Feld. Unten steht ein Bauer mit Baseball-Mütze und Smartphone, der sie steuert.

Smart Farming

The world population is expected to grow to 9.8 billion people by 2050, and the demand for food will increase by 70 percent. This fact will pose major challenges for agriculture worldwide. Especially when we consider that increased yields must come from less and less farmland and from water resources that are becoming less and less.

  

Familienunternehmen als Investment-Thema, illustriert durch eine persönliche Begrüssung mit herzlichem Händedruck im Sitzungszimmer

Family influenced businesses

Things that are kept in the family are clearly better taken care of. Companies influenced by families often grow more sustainably, have a higher profitability, and provide more continual returns.

  

«Disruptors» als Investment-Thema: Der Blick von oben auf Kolonne gelber Taxis, die sich zur Stosszeit stauen. Das veranschaulicht die Uniformität, aus der sich Chancen für Disruption ergeben

Disruptors

New is most often better – at least when it comes to disruption. And digital restructuring is not sparing any industry. Established companies are coming under pressure and are losing loyal clients to companies that are newer, better, and faster.

  

Globale Marken als Investment-Thema, illustriert durch die Aufnahme einer hell erleuchteten Einkaufsstrasse in New York

Global Brands

Strong brands are intangible assets through which a company can achieve a dominant market position and above-average returns. Competitors can hardly copy brands, and, once established, brands are associated with relatively low costs. Companies that have a strong brand often outperform the broad market.

  

Aus der Vogelperspektive: Ein Leuchtturm vor der Küste illustriert, dass gewisse Unternehmen wie ein Fels in der Brandung stehen, selbst wenn die Finanzmärkte trubulente Zeiten sehen

Dividend Achievers

The next boom is sure to come. The next crisis too. Nevertheless, there are some companies that overcome economic lows more easily than others.

  

Ein Bild, das seit Corona wieder häufiger zu sehen ist: Ein Postbote liefert ein Paket nach Hause und verdeutlicht E-Commerce als Investment-Thema

E-Commerce

Business hours? A thing of the past! These days, an entire generation shops around the clock. Millennials, whose peak consumption and earning years still lie ahead of them, are likely to keep e-commerce growing faster than average in the years ahead, too.

  

Robotik als Investment-Thema, illustriert durch den Faustgruss zwischen einer Menschenhand und einer Roboterhand

Robotics

The very first industrial robots saw the neon light of the factories 20 years ago. A lot has happened since then. Today, sophisticated sensors and advances in software technology are allowing us to venture into new spheres. Robots are gaining the ability to move in the real world, to react to unplanned events, and to engage in interactions. This marks the dawn of the real era of robotics and opens up exciting investment opportunities.

  

  

  

Capture trends before they start. The Vontobel megatrends model.

  

The sustainable creation of value is becoming more and more important

Nowadays, almost every listed company has set itself the goal of strategically focusing on environmentally friendly and socially just business that is committed to the principles of good business management. There are good reasons for this: Companies without such a strategy are often penalized on the stock exchange, and adhering to ESG (environmental, social, governance) standards is becoming an increasingly important component of investment decisions for many.

These developments not only promote innovations in areas such as recycling, they also contribute to the emergence of various investment styles in the wealth management industry.

Infographic on the megatrend "sustainable value creation", illustrated with two wind turbines, a tree and the recycling symbol

  

Infographic on the megatrend "Multipolar World", illustrated by a flag with dollar sign, a barbed wire fence, a globe and a satellite

  

 

Multipolar World: New
competitors, new consumers

The once undisputed supremacy of the United States has increasingly been challenged in recent years from a political and economic perspective. On an economic level, America is seeing itself confronted with the rise of China, but also in India there are clear ambitions to advance the economy appreciably. The development in these two countries, the most populous in the world, is representative of the potential in the emerging nations.

In addition, the ever-increasing networking of computer systems and devices, the unrelenting increase in the flow of data, and threats by radical forces such as hackers are posing new challenges for the economic powers of the world.

  

  

  

Demographics & Urbanization: The needs of young and old are changing

The “silver” generation enjoys better and better physical and mental fitness nowadays, is much more active, and is protected materially at a high level. Companies are responding to this situation more and more with tailor-made offers such as “smart” clothing that can record health data.

However, the changing consumer behavior of younger adults (millennials), which promotes the development of new trends such as e-sports, is also the focus of this pillar.

Infographic on the megatrend "demographics and urbanization" illustrated by two pills, an elderly person with a walking stick, a smartphone with a heart rate monitor and red apartment blocks in the background

  

  

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