TECHNOLOGY & INNOVATION

The Long View: 4 megatrends to watch

Mark L. Casey, Richmond Wolf, Bradford F. Freer and Gigi Pardasani

April 4, 2024

Innovation isn’t just a buzzword — it’s the lifeblood of investment success. It fuels growth, drives competitiveness and shapes the future of companies. But while innovation is essential, not all emerging trends are created equal.

 

That’s why our portfolio managers and analysts are scouring the world for enduring trends that have the potential to transcend individual sectors and impact the broader investing landscape for years to come. Here are four megatrends our investment teams are closely watching.

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Read important disclosures

MOC

Mark L. Casey is an equity portfolio manager with 23 years of investment industry experience (as of 12/31/2023). He holds an MBA from Harvard and a bachelor’s degree in history from Yale University. 

Richmond Wolf

Richmond Wolf is an equity portfolio manager with 27 years of investment experience (as of 12/31/2023). He also covers U.S. medical technology companies and REITs as an equity investment analyst. He holds a PhD from the California Institute of Technology and a bachelor's from Princeton.

Brad Freer is an equity portfolio manager with 33 years of investment industry experience (as of 12/31/2023). He holds a bachelor’s degree in international relations from Connecticut College and is a CFA® charterholder.

GIGP

Gigi Pardasani is an equity investment analyst with responsibilities for large-cap industrials. She has 13 years of investment experience and has been with Capital for seven years (as of 12/31/23). She holds an MBA from Wharton and a bachelor’s from Harvard.

The Long View: 4 megatrends to watch

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RNAi: ribonucleic acid interference.

 

CRISPR: clustered regularly interspaced short palindromic repeats.

 

Nearshoring: a strategy in which a company moves all or part of its production closer to the final consumer, with a goal of reducing costs and avoiding logistical setbacks.

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