While we do not know what tomorrow’s world will look like, we can be sure it will be different from today’s. The world is constantly changing and it can often be difficult to comprehend the intricacies of the trends that are developing around us. Some of these trends start small and at first do not seem meaningful. But eventually, they become so powerful that they are neither stoppable nor reversible. These so-called megatrends are often interconnected, making them even more powerful.
What is Next Generation investing?
With our thematic Next Generation investment philosophy, we want to understand the long-lasting and structural shifts caused by these megatrends. We have built up extensive experience in thematic investing over the past decade. Our specialists single out structural growth stories and see through the hype that comes with some of these themes, offering investment solutions with a clear thematic focus.
The main Next Generation themes are Digital Disruption, Energy Transition, Feeding the World, Future Cities and Future Health.
Feeding the World
In order to feed the world post-2050, farm production will have to almost double. Urbanisation is increasingly encroaching on farmland and competing for water, meaning that to ensure sustainable production, it will be necessary to overcome natural resource constraints and the adverse impacts of climate change, while ensuring availability and affordability. Learn more
Next Generation: A thematic investment approach
Thematic investing is characterised by a focus on long-term trends and long-term winners, thus providing valuable diversification benefits to traditionally built portfolios. Our Next Generation investment philosophy is backed by thought-leading research, as we have built up extensive experience in thematic investing over the past decade. We single out structural growth stories and see through the hype that accompanies some of these themes, offering you investment solutions with a clear focus on thematic purity.
Our Next Generation philosophy is built on the following three pillars:
Next Generation Booklet
To learn more about Julius Baer’s Next Generation investment philosophy, please download our booklet.