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This portfolio is very well positioned in terms of global Megatrends

Megatrend

The Globalance Megatrend-Share shows you the average share of revenues of the portfolio that is achieved in one or more megatrends. For the calculation, the Megatrend-Shares of the individual investments are capital-weighted and added up.

70%

Global Megatrends Exposure

42%

of this Portfolio is invested in Digitisation

20%

of this Portfolio is invested in Knowledge Society

17%

of this Portfolio is invested in Health & Age

The Megatrends in this Portfolio

  1. Digitisation

    This Portfolio

    42%

    The term digitization covers all forms of technically networked digital communication such as broadband communication, the Internet of Things, artificial intelligence, Big Data, e-commerce, smart home or Industry 4.0.

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  2. Knowledge Society

    This Portfolio

    20%

    Knowledge is losing its elitist character; the global level of education is higher today than ever before. In particular, the interaction with the megatrend digitization is changing our knowledge of the world and the way we handle information. Thanks to the Internet, access to information worldwide has become much better and fairer.

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  3. Health & Age

    This Portfolio

    17%

    In developing countries, access to affordable basic care and survival (life expectancy, child mortality) are central.In OECD countries, health and happiness can hardly be separated. People place new expectations on the health system, companies and infrastructures and wish to live in health-promoting environments.

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  4. Consumer Society

    This Portfolio

    13%

    In consumer societies the satisfaction of needs and pleasure is possible through consumption. This megatrend has numerous positive and negative interdependencies between economy, society and environment.

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  5. Urbanisation

    This Portfolio

    11%

    Urbanization is the spread of urban forms of life. On the one hand, this can be expressed in the growth of cities, on the other hand, by infrastructural development of rural regions comparable to urban standards and by changed social behaviour of the inhabitants of rural areas.

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  6. Automation

    This Portfolio

    9%

    Automatization is the technology by which a process or procedure is performed with minimal human assistance. It is the use of various control systems for operating equipment such as machinery, processes in factories, boilers and heat treating ovens, switching on telephone networks, steering and stabilization of ships, aircraft and other applications and vehicles.

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  7. Climate & Energy

    This Portfolio

    3%

    The megatrend climate and energy is one of the most omnipresent trends of our time. The last time the global temperature was as high as it is today was 100.000 years ago. The concentration of CO2 was last at today's level three to four million years ago.

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  8. Resource Scarcity

    This Portfolio

    3%

    We humans consume more natural resources than are available to us. They include finite materials (e.g. minerals, ores for industrial metals, phosphorus, sand, fossil groundwater, etc.), renewable resources (e.g. food raw materials, fish stocks), as well as the quality of the soil, the health of the plant and animal world and biodiversity.

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  9. New Mobility

    This Portfolio

    2%

    Technical innovations and changing human needs are becoming the driving force behind new forms of mobility: networked, digital, emission-free and shared. What we are experiencing is an evolution of mobility.

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Megatrend Exposure of your Assets

70%

Portfolio Megatrend Exposure

0%100%

Data source: Globalance

Compare this to another portfolio

 
Asset Name
Global Megatrends Exposure
% of portfolio
Coty Inc. Class A100%0.0%
Ralph Lauren Corporation Class A100%0.0%
Discovery, Inc. Class A100%0.0%
SL Green Realty Corp.100%0.0%
Tapestry, Inc.100%0.0%

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