Portfolios need to embrace secular trends
Ecaterina Bigos | AXA Investment Managers | 22 February 2023
With macro uncertainty from slower growth prospects, elevated inflation, and still hawkish central banks, investors need to look beyond such VUCA noise and the immediately available information, to align investments with global megatrends. They are changing the investment landscape and shifting the direction of investment capital. It’s vital to keep a long-term orientation in investment philosophy, with a focus on quality growth companies that are well positioned to benefit from secular themes of changing demographics, tapping into the growing need of healthcare, leisure, financi...