Are these megatrends overhyped or underrated?
In this panel session, three global investing experts break down the world's biggest megatrends and name their top picks for the year ahead.
Global equity markets are the breeding ground for tomorrow’s mega-cap business.
Investors who have identified the few winners in structural growth industries have made exceptional returns.
Which of the megatrends are worth your attention, which are overhyped and which are the most underrated opportunities in global equities?
In this session, Livewire's James Marlay was joined by Alphinity's Mary Manning, Munro Partners' Nick Griffin and Antipodes' Jacob Mitchell to find out.
Timecodes:
- 0:00 - Introduction
- 2:24 - What Nick Griffin is hearing at the coalface
- 4:16 - Jacob Mitchell: Hard, soft or no landing?
- 6:22 - What Mary Manning has learnt from her portfolio companies
- 7:32 - Are the "magnificent 7" overhyped or underrated?
- 21:33 - Is the energy transition overhyped or underrated?
- 28:37 - Underrated ideas that the market has missed
- 30:54 - Mary Manning's top idea
- 32:30 - Nick Griffin's top idea
- 35:09 - Jacob Mitchell's top idea
Want access to stock ideas?
You told us you’re looking for an edge in investing. As the principal sponsor of Livewire Live 2023, Bell Direct is giving you exclusive access to 3 Bell Potter stock reports each week PLUS the chance to win a share of 3 million Velocity Frequent Flyer Points. Get your reports and enter the Velocity competition now. Competition ends 31 October 2023. Entry conditions and eligibility criteria apply.
Never miss an update
Enjoy this wire? Hit the ‘like’ button to let us know.
Stay up to date with my current content by
following me below and you’ll be notified every time I post a wire
Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.
........
Livewire gives readers access to information and educational content provided by financial services professionals and companies (“Livewire Contributors”). Livewire does not operate under an Australian financial services licence and relies on the exemption available under section 911A(2)(eb) of the Corporations Act 2001 (Cth) in respect of any advice given. Any advice on this site is general in nature and does not take into consideration your objectives, financial situation or needs. Before making a decision please consider these and any relevant Product Disclosure Statement. Livewire has commercial relationships with some Livewire Contributors.
More from Livewire Live
- Is the energy transition overhyped or underrated?
- Lithium is crowded, and maybe that doesn't matter
- Christopher Joye: Forget equities, bonds will outperform over the next 2-3 years
- Regal's Phil King is more bullish than ever on commodities
- Livewire Live: View the list of 13 Managed Funds
3 topics
4 contributors mentioned
Livewire Markets
Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.
Expertise
Livewire Markets
Livewire Exclusive brings you exclusive content from a wide range of leading fund managers and investment professionals.
Expertise
Comments
Comments
Sign In or Join Free to comment
most popular
Equities
Silver set for its day in the sun courtesy of solar panel boom
Independent Journalist
Equities
Macquarie tips these 6 ASX stocks could outperform
Livewire Markets