What are the most compelling megatrends?

Paul Milburn, investment analyst, Lowes Financial Management A megatrend can be defined as a major trend or movement in a macro environment, which could potentially have disruptive characteristics and alter the outlook for the future. Such trends present investment opportunities at the corporate level. Although most equity fund managers can invest in these companies, there exist specialist funds where the manager has particular experience in that field. One theme we consider as a megatrend is water supply. The global population has more than doubled since the 1960s and by 2050 is ex...