“The answer, as always, lies in the only free lunch in investing: diversification. The more asset classes you hold, the better your outcome.” [Gor] points to 2 emerging “key megatrends” investors should consider homing in on. Namely digitisation and decarbonisation.
Why decarbonisation? According to Gor (quoted by the AFR): ”The interest in and price of carbon have exploded. For example, CBL Markets’ GEO — the world’s first voluntary carbon offset benchmark contract — has rallied more than 900% over the past year. Although investing in carbon as an asset isn’t easy to do, it is well worth the time and effort.”