The next dominant theme of the decade

2021-05-03

Those who twigged Web 2.0 would transform the world over the past decade are doubtless feeling pretty smug right now. And why not? The likes of Facebook, Amazon, Apple, Netflix, and Alphabet (Google) have returned a respective 762%, 1767%, 1041%, 1431% and 780% over the past 10 years (or since listing). Together, an almost (read: very) ridiculous 5781%. But the perennial questions burn as hot as ever: Who's next? And what will be the next dominant theme set to take markets by storm? In this th...

Those who twigged Web 2.0 would transform the world over the past decade are doubtless feeling pretty smug right now. And why not?

The likes of Facebook, Amazon, Apple, Netflix, and Alphabet (Google) have returned a respective 762%, 1767%, 1041%, 1431% and 780% over the past 10 years (or since listing). Together, an almost (read: very) ridiculous 5781%.

But the perennial questions burn as hot as ever: Who's next? And what will be the next dominant theme set to take markets by storm?

In this thematic episode of Buy Hold Sell, Munro Partner's Nick Griffin and Loftus Peak's Alex Pollak point to the shift towards decarbonisation of the planet as the next major trend set to shape global markets.

Nick and Alex join Livewire Market's Bella Kidman to share their insight on how investors can get on the right side of this trade and where, specifically, they are seeing opportunities.

Note:This episode was filmed on 29 April 2021.

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