Expert: Elisa Di Marco - 3 trends that will define the next decade

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Feb 6, 2025

Join Elisa Di Marco, Investment Director at Magellan Financial Group and an expert in megatrends, as she explores the transformative trends shaping the next decade. Discover rising healthcare spending and how it's revolutionizing investments in medical technology. Delve into the semiconductor revolution and its vital role in AI and electric vehicles, along with the ongoing US-China competition. Finally, learn about the impact of digital finance innovations and strategies for investing wisely in these dynamic industries.

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INSIGHT

Quality Companies Within Megatrends

Investing in broad ETFs captures both winning and losing companies within a megatrend.
Magellan focuses on quality companies with competitive advantages for long-term outperformance.

INSIGHT

Rising Healthcare Spending

Rising healthcare spending is a megatrend driven by aging populations and increased costs.
Longer lifespans, wealth effects, and worsening health contribute to higher healthcare expenditures.

INSIGHT

Healthcare Investment Areas

Within healthcare, treatment (e.g., obesity drugs, robotic surgery) and infrastructure (hospitals, insurers) are key areas.
Treatment involves scientific risk, while infrastructure offers a more defensive approach to healthcare investing.

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Megatrends are the major movement, pattern or trend emerging that are likely to have a significant impact on our lives, the economy and the kinds of products consumers will wish to buy in the foreseeable future.

In today's episode we're joined by Elisa Di Marco of Magellan Financial Group to unpack 3 big megatrends shaping our world today (and how we can invest in them).

Tune in to hear us unpack the investment opportunities in:

Rising healthcare spending
Semiconductor demand
Digital innovation in finance

This episode has been sponsored by Magellan. Thank you to Magellan for helping keep all of our content free.

If you want to learn more about Magellan and hear more from Elisa. head to: https://www.magellangroup.com.au/

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