Check out part one of our Career + Investing Hacks event wrap-up looking at the biggest trends transforming our world today. (2:55 min read)
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Our Head of Investments Kevin Hua (or Kevvy as he’s more fondly referred to by the team) led the initial discussion around understanding the profound impact the world’s megatrends are having on our society.
He explained that while people can believe in many trends, these don’t necessarily translate to investment opportunities by default. It’s an important distinction to make when trying to tell it apart from a fad, and you could go a step further by asking:
- Whether there are enough companies out there leveraging this trend?
- Does an investment universe exist that’s diversified enough to generate returns?
- Is the trend creating a seismic shift in the way we live our lives?
At AtlasTrend, we’re about long-term, structural trends with global impact; often completely transforming how we work, live and play.
Kevin took the audience through some of the investment trends our team spends their time immersed in – researching, analysing and selecting the top companies driving the trends impacting our world.
Trend alert: Big Data
Big data is one of those trends contributing to our lives in ways many of us don’t yet realise or fully understand, which adds to its investment allure.
The amount of data in existence is so large and complex, traditional processing software simply can’t handle it since most of the data is unstructured.
To bring things back to a personal level, we all produce and consume data from the moment we wake up.
You’re adding to this exponentially growing trend everytime you check social media, send an email, make an online purchase, book a flight, use Google maps – the list goes on.
It’s not hard to imagine this trend sticking around for the next decade and beyond.
Trend alert: Online Shopping
Despite the big shift toward online shopping, you might be surprised to learn 90% of global retail sales are still being conducted offline.
It’s almost what excites us most about this trend; we’re only entering the initial phase of what is set to be a long-term growth story.
Consumers are better off for it as well; we’re able to access more, at a better price, and more conveniently than ever.
Businesses now have a platform for getting to market faster, understanding their customers better and providing more tailored products.
And it’s not just the big retailers (Amazon, Alibaba) making waves, logistics companies like FedEx and UPS are driving this trend forward, too.
Trend alert: Social Impact
Perhaps the least tangible of all the megatrends, representing the growing global movement toward using our collective purchase and investing power to create a sustainable world for all.
Millennials in particular have made this fact quite clear: they want to make money and do good at the same time.
A recent survey from the RIA (Responsible Investment Association) revealed:
“over 90% of Australians expect their superannuation or other investments to be invested responsibly and ethically”
Unfortunately, this is not an industry-wide standard or even common practice at the moment. So while there is increasing demand for investing with impact, the number of funds doing so in a measurable, meaningful way is quite limited.
We believe companies who provide financial returns while serving a social purpose will help accelerate this trend, as well as the money managers directing more capital towards them.
Stay tuned for part two of our event wrap-up – we’ll share highlights from the panel discussion moderated by Olivia of UNSW where Kevin and Academy Xi’s co-founder Ben Wong detail their top career + investing tips and hacks.
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