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Embracing change through trends investing

June 12, 2020

Didier Rabattu

CIO, Sustainability Equities

Henk Grootveld

Head of Trends Investing

On-demand webinar

How can investors benefit from trends investing, or more specifically, mega-trends investing?

In this webinar, Didier Rabattu, Head of Equity, and Henk Grootveld, Head of Trends Investing, discuss a series of trends, including changing demographics, digitalisation, our changing environment, and inequality. All of these represent powerful transformative forces which, given their scale and scope, will inevitably influence the global population, companies, investors and boardrooms.

Watch our on-demand webinar now to learn how to invest for an evolving world:

• History shows that the vast majority of companies fail to adapt to a changing world. Today, our world is transforming rapidly due to ongoing and accelerating human development and digitalisation trends

• At the same time, our global economic model is creating massive sustainability challenges regarding the environment and inequality which are also driving changes and growth opportunities

• Thematics is therefore a dedicated focus on growth. But to create alpha, growth needs to be combined with companies able to generate economic value

• Traditional regional or sectoral based approaches are, in our view, out of date, and a trends-based investment process better highlights challenges and opportunities that companies face

• With sustainability at its core, LOIM’s trends investing combines long term expertise on multiple trends with a diversified and experienced team of portfolio managers. These multi-trend portfolios focus on diversification with growth, quality and predictability

Watch our Global trends webinar

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