How can the structural changes that affect the global economy be exploited? This book accompanies readers in understanding the megatrends that will drive the economic and social development of the coming decades.
Based on these premises, around twenty investments scenarios are described, developing demographic, technological, environmental, social and geo-strategic themes.
Each scenario is accompanied by the construction of a theoretical portfolio consisting of listed companies and innovative start-ups, and asset management instruments such as ETFs, certificates and funds. These scenarios can be easily replicated by the readers, who will have available for their analyses more than 400 financial instruments.
The book provides a chance to take a look at how the world is changing with global warming, overpopulation, scarcity of resources, the increasing role of East Asia, the extensive application of digital technologies, the entry of robotics and Artificial Intelligence in society and at work: all these megatrends represent new challenges for individuals, the economy, society, and the planet.