We live in a world of ever-faster technology cycles, instant connectivity, spontaneous news flows, and nervously as well as the constantly changing social, political, and financial landscapes. You can say that this century is an era of uncertainty. Most would agree that it has become increasingly harder to make decisions today, as compared to the simpler and less polarized world in which we grew up.
So, what are the mega-investment trends for this decade and into the distant future?
The objective of trend investing is to find the next big thing and to determine the best ways to invest.
The following are some of the megatrends for this decade and beyond.
EV (Electric Vehicles) and E-Everything – Green energy, solar, energy storage, energy harvesting, energy management, battery manufacturing, EV metals, and E-Everything (i.e., e-cars, e-bikes, e-trucks, e-buses, e-ships, and even e-planes).
Stocks/ETFs – TSLA, NIO, WKHS, SOLO, FUV, KNDI, and Global X Autonomous & Electric Vehicles ETF (DRIV).
EV metals – Lithium (ALB, Global X Lithium & Battery Tech ETF – LIT, Amplify Advanced Battery Metals and Materials ETF - BATT), Cobalt (Glencore – GLEN.L), Nickle (BHP), and Rare Earth Metals (VanEck Vectors Rare Earth – REMX).
Extension of the Internet – Online shopping, transaction, E-commerce, blockchain, online entertainment, gaming, e-sports, and social media.
Stocks/ETFs – Online shopping (AMZN, JD, BABA, WMT, EBAY, SHOP, W, Amplify Online Retail ETF (IBUY), Global X E-Commerce ETF (EBIZ), and ProShares Online Retail ETF (ONLN). Online transaction (V, MA, PYPL, GOOGL, BABA, AMZN, TCEHY, and ARK Fintech Innovation ETF (ARKF). Online entertainment, gaming, e-sports (MSFT, ATVI, EA, SNE, TCEHY, and AAPL). Social Media (FB, GOOG, TCEHY, and Global X Social Media ETF – SOCL). Blockchain (SQ, V, IBM, CAN, Amplify Transformational Data Sharing ETF (BLOK), Reality Shares Nasdaq NexGen Economy ETF (BLCN), and Innovation Shares NextGen Protocol ETF (KOIN).
Artificial Intelligence – Machine Learning, Robotics, Cloud Computing, Big Data, and Facial Recognition.
Stocks/ETFs – AAPL, Samsung Electronics, GOOG, FB, NVDA, AMZN, IBM, SIEGY, MSFT, SFTBF, QCOM, BABA, Global X Cloud Computing ETF (CLOU), ARK Autonomous Technology & Robotics ETF (ARKQ), Global X Robotics & Artificial Intelligence Thematic ETF (BOTZ), and iShares Robotics and Artificial Intelligence ETF (IRBO).
5G Rollout – Internet of Things (IOTs) – Smart-Everything (Smart-phone, smart-chips, smart-lighting, smart-technology, smart-homes, smart-security, and smart-healthcare)
Stocks/ETFs – NOK, ERIC, QCOM, SWKS, AAPL, Samsung Electronics, GOOGL, AMZN, NFLX, CSCO, GRMN, and Global X Internet of Things ETF (SNSR).
Biotechnology – Genomics and Genome Sequencing
Stocks/ETFs – A, ILMN, BMRN, NTRA, ALNY, CRSP, QGEN, Global X Genomics & Biotechnology ETF (GNOM), Invesco Dynamic Biotechnology & Genome ETF (PBE), and ARK Genomic Revolution Multi-Sector ETF (ARKG).
Demographic Changes – Ageing Baby Boomers/Retiring and the Rise of the Asian and the Emerging Markets Middle Class
Stocks/ETFs – Baby Boomers (Vanguard Healthcare – VHT, iShares US Healthcare (IXJ), State Street Healthcare Select SPDR (XLV). Rise of Asian Middle Class (BIDU, JD, BABA, TCEHY, TSM, EDU, NIO, and LFC) iShares MSCI Emerging Markets Asia ETF (EEMA), Columbia Emerging Markets Consumer ETF (ECON), iShares MSCI Indonesia ETF (EIDO), iShares MSCI Mexico ETF (EWW), iShares MSCI Turkey ETF (TUR), iShares MSCI Poland ETF (EPOL).