4 of my top investment themes for the next decade

first_img Edward Sheldon, CFA | Monday, 13th January, 2020 “This Stock Could Be Like Buying Amazon in 1997” Image source: Getty Images Renowned stock-picker Mark Rogers and his analyst team at The Motley Fool UK have named 6 shares that they believe UK investors should consider buying NOW.So if you’re looking for more stock ideas to try and best position your portfolio today, then it might be a good day for you. Because we’re offering a full 33% off your first year of membership to our flagship share-tipping service, backed by our ‘no quibbles’ 30-day subscription fee refund guarantee. I would like to receive emails from you about product information and offers from The Fool and its business partners. Each of these emails will provide a link to unsubscribe from future emails. More information about how The Fool collects, stores, and handles personal data is available in its Privacy Statement. Click here to claim your copy now — and we’ll tell you the name of this Top US Share… free of charge! 4 of my top investment themes for the next decade See all posts by Edward Sheldon, CFAcenter_img Our 6 ‘Best Buys Now’ Shares The start of a new decade is always a good time to think about investment themes that could power a buy-and-hold strategy over the next 10 years. By identifying powerful long-term structural trends that are likely to have a big impact on the world, you can position your portfolio to capitalise. With that in mind, here’s a look at four investment themes I’m bullish on.The world’s ageing populationThe world’s ageing population is a theme that is hard to ignore – virtually every country in the world is experiencing growth in both the number and proportion of older people in their populations. According to the UN, by 2030, there will be roughly 1.4bn people aged 60 and over worldwide, up from 900m in 2015.5G is here – and shares of this ‘sleeping giant’ could be a great way for you to potentially profit!According to one leading industry firm, the 5G boom could create a global industry worth US$12.3 TRILLION out of thin air…And if you click here we’ll show you something that could be key to unlocking 5G’s full potential…An ageing population has implications for many industries. Healthcare is one industry, in particular, that should benefit significantly. Wealth management and travel are other industries that could benefit. Stocks that I believe could do well as a result of the world’s ageing population include joint replacement specialist Smith & Nephew, wealth manager St. James’s Place, and leisure specialist InterContinental Hotels Group.Disruptive technologyDisruptive technology has had a big impact on the world over the last decade and I expect this trend to continue throughout the 2020s. Right now, we’re in the midst of a technology revolution (often called the fourth industrial revolution) and I believe it has a long way to go. This is probably the theme I’m most bullish on.Sub-sectors of this theme that I like include financial technology (FinTech), robotics and automation, and artificial intelligence. Over the next 10 years, I think these technologies are likely to have an extraordinary impact on the world. For exposure, I’d look at funds that have exposure to both large technology companies such as Alphabet (Google) and Microsoft, as well as smaller niche technology companies, such as the Polar Capital Global Technology fund. SustainabilityI’m also expecting sustainability to become more of a focus in the 2020s. In recent years, the world has begun to realise how much damage we have done to the environment in the past and as a result, many people are now far more aware of the products they buy and the food they eat (meat alternatives is an interesting sub-theme here). Interest in sustainable investment strategies has increased significantly too. I think this is just the tip of the iceberg, though. To capitalise, I’d look at sustainable funds, or companies that have sustainability at the core of their philosophy such as packaging specialist DS Smith.Rising wealth in the emerging marketsFinally, there is the rise of wealth in emerging markets. Higher incomes in countries such as China, India, Indonesia and Brazil are likely to have implications for a number of industries. These include consumer goods (as disposable incomes increase, consumers want products that can improve the quality of their lives), financial services (rising wealth means more demand for savings and insurance products), healthcare, and travel. To capitalise, I’d look at companies such as alcoholic drinks manufacturer Diageo, which expects an additional 750m emerging market consumers to be able to afford international-style spirits by 2030; Prudential, which is now focused on the financial needs of those in Asia; and Unilever, which generates over 50% of its sales from emerging markets. Simply click below to discover how you can take advantage of this. Enter Your Email Address I’m sure you’ll agree that’s quite the statement from Motley Fool Co-Founder Tom Gardner.But since our US analyst team first recommended shares in this unique tech stock back in 2016, the value has soared.What’s more, we firmly believe there’s still plenty of upside in its future. In fact, even throughout the current coronavirus crisis, its performance has been beating Wall St expectations.And right now, we’re giving you a chance to discover exactly what has got our analysts all fired up about this niche industry phenomenon, in our FREE special report, A Top US Share From The Motley Fool. Edward Sheldon owns shares in St. James’s Place, Ds Smith, Diageo, Unilever, Prudential, Microsoft, and Alphabet and has a position in the Polar Capital Global Technology fund. Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool’s board of directors. Teresa Kersten, an employee of LinkedIn, a Microsoft subsidiary, is a member of The Motley Fool’s board of directors. The Motley Fool UK owns shares of and has recommended Alphabet (C shares), Microsoft, and Unilever. The Motley Fool UK has recommended Diageo, DS Smith, InterContinental Hotels Group, and Prudential and recommends the following options: long January 2021 $85 calls on Microsoft and short January 2021 $115 calls on Microsoft. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors.last_img read more