Which megatrends should we focus on?

There has been a lot of big news this year with the Ukraine war, inflation, recession fears and now the new banking crisis aka Credit Crunch 2.0. But as investors we may do well to filter out the noise and focus on the long term megatrends. So my question is what are these at the moment?

Just a few ideas include:

  • AI and machine learning
  • Pharma and in particular personalised medicine
  • Automation & robotics (both software & hardware kinds)
  • Quantum computing
  • Carbon credits (driven by regulation & outright need)

What do you think we should be focussing on in the next 10-20 years?

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It is very interesting to think about what the future might bring; technology moves at an amazing speed. AI and ML are definitely areas where I believe we will see great improvement in the coming years; which also will help with pharma and particularly medtech.

As a megatrend we continue to see the effects of climate change. On a daily basis, this pushes new, and faster, developments when it comes to green energy and sustainable approaches. The auto industry was basically reshaped with the rise of EV in the last decade and now, safe Hydrogen cars might just be the next development.

That’s a good point and hydrogen fuel is a megatrend I’d love to see. If I was to put my stake in the ground on this one, I’d say EVs will dominate small vehicles and hydrogen has a decent chance with HGVs and public transport, albeit with a slow start until now.

I wonder which are the most promising hydrogen startups to keep an eye on at the moment.