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Introduction to Megatrends page banner
From ideas to investments

Manulife Investments is proud to introduce to Canadian investors a new approach to global investing through our partnership with Pictet Asset Management (Pictet AM), the pioneers in thematic investing. With over 20 years of experience, Pictet AM’s Thematic Equities team utilizes thematic approaches they have developed from megatrends that will shape our world for decades to come.

Megatrends are powerful social, demographic, environmental and technological forces of change that are reshaping our world. These trends are transforming the way countries are governed, companies are run, and people live their lives. Their impact includes the digitalization of the economy, the rapid expansion of cities and the depletion of the Earth's natural resources.

Analyzing and understanding these ideas is a complex task, one that requires a broad range of skills. Pictet AM works closely with a distinguished group of industry practitioners and academics who have developed a deep understanding of the structural trends transforming our world. It has changed their thinking about what a better functioning economy would look like and the companies set to be the future winners.

mega
Mega is produced in partnership with Pictet AM, a pioneer in megatrend–driven thematic investing and partner to several distinguished research institutions and industry practitioners.

14 Megatrends transforming our world

Network Economy
The increasing connectedness of business processes and economic activity, enabling the transfer of knowledge and goods directly from provider to receiver

Sustainability
The ability to meet current needs without compromising the ability of future generations to meet theirs

Knowledge Society
Knowledge is becoming an economic resource in the way raw materials, labour and capital have traditionally been, as society transitions from the industrial age to the information age

Immaterialization
Consumers are increasingly focusing on the intangible qualities of products and services, such as their ethical or aesthetic appeal, rather than their material attributes

Democratization
More power to the people – politically, economically and culturally

Acceleration & Complexity
The increase in the rate of technological progress over time, resulting in products having a shorter shelf life

Technology Development
The application of science and knowledge to commercial or industrial processes

Economic Growth
The increase in the world’s capacity to produce goods and services

Individualization
The evolution of a society once characterized by collective norms to one in which freedom of choice and the expression of one’s individuality are more dominant

Commercialization
The process of increasing the efficiency of a sector by transforming it into a commercial business

Globalisation
The increasing global connectedness and flow of people, capital, products, services, information, technology and culture

Polarization
When extremes grow at the expense of the middle ground

Focus On Health
Ageing populations, rising wealth and technological advances are making health a major source of expenditure for governments, organizations and individuals across the world

Demographic Development
The widening demographic divide between countries with younger workers and those, mostly in the West, with an ageing and shrinking workforce
Traditional investment approaches are based on indices that list companies by their market value – in other words, firms that have succeeded in the past. Pictet AM’s thematic strategies, on the other hand, aim to harness the potential of the companies that will succeed in the future. By identifying the megatrends changing the world, we believe we can select the long-term winners in the global stock markets.
Hans Peter Portner
Head & Senior Investment Manager
Thematic Equities Team
Pictet Asset Management

How does Pictet AM develop thematic strategies underpinned by secular trends and the ideas of megatrends?

You are backed by a sales team that offers specialized consulting, new ideas and problem solving.

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