What areas of investing do we think will be hot in the next 10/20 years?

Thought I would put this out there to get the wider view.

Personally my top 3 would be:

1: Food production. The world currently produces 1.5x the amount to feed every single person, yet 17% of all food produced (0.25x) is binned, and still we have issues with global hunger. If our food supply remains as it is, it would be enough to feed the world population in 2050, only if we wasted no food.

2: Clean Water: Water management with a growing population is going to become ever more important. Even an island such as the UK imposes hosepipe bans and similar in the summer months. Some counties have droughts, and others flooded. We need a more efficient means to obtain and deliver clean water.

3: Energy It is without a doubt that to reduce global warming, we need to switch over to green energy. Coal is currently the main fuel for the steel industry, and with governments looking to get us to switch to cleaner(electric) cars, our energy sources need to change.

All three themes I think could provide lucrative returns with the right investment. It’s not as simple as picking a small company with potential, but a mix of well funded companies as well that are investing in change, in such a way to protect and grow their revenues.

So, what I’m opening this up to - would you agree on these themes, or would you add any more(digital advertising?), and what companies would you suggest?

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Agree with your points

I would add maybe

Tech: cybersecurity, all things artificial intelligence including the whole autonomous vehicle theme

Pharma/Biotech: gene therapy and personal precision medicine

Recycling on large scales eg. green transition metals

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My money’s on the new weight loss drugs, called incretins, being developed by Novo Nordisk and Eli Lilly. The Barron’s article below suggests this could be a trillion-dollar-a-year market.

@topher I thought they already existed?

Honestly though, a varied diet and some exercise is all thats needed. Possibly more restrictions on E numbers and things like that that can be pumped into certain foods as well. Tax is possibly a good solution - the less healthy, the more expensive?

Indeed just don’t eat too much processed food.

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In the upcoming 10/20 years. Wow. Definitely energy indeed what you already mentioned, it’s a huge deal.

Also climate change will become a big problem sooner rather than later. Meaning, we need to care more about the climate, reverse CO2 emissions and much more! I don’t know how to call this industry yet? Just planting trees maybe!?

Last but not least, the current banking system will fail once again. Like the recession we see due to high inflates and money printing during corona. And now the Fed trying to gain control again by rising interest rates. But the debt system we are living in is out-dated and a top-down approach.
This could be good reasons to think about alternative systems like the blockchain (Bitcoin or others). I think the crypto industry will become a huge business by itself as well within 10 years.

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In 2019 my workmate joked that the future was coal and we should be buying it.

Turned out he was some kind of savant.

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According to Ida Auken, Young Global Leader of WEF:

Seems energy & food will be free in 2030, you will own nothing and you will be happy.

It has certificate of approval from our good ol’ Klaus Schwab.

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Ah yes…that thread where the world elites gather to prescribe the future.

Let me try my take on it…

  • we will need more and more computer chips, as the AI applications continue to expand
  • more and more electronics for robot creation, as more and more manual work will get automated
  • more meds and personnel, as the population goes on the trend of aging vs births

That’s all I can think of now in 5 min. Other good ones were mentioned above already.

Once in a while I get annoyed about the fact that I have no real privacy. Nowhere I can go and not be registered. I know that, somewhere, everything I do, think and dream of is recorded. I just hope that nobody will use it against me.

That gave me the chills.

You only need to invest in the only hot area if your horizon is 10 to 20 years… the S&P500 index. Nothing else will beat it, so why even try or even open yourself up for losses.

Bold statement! And some more characters…

U think the US will last another 30 yrs? :smiley:

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It’s important to note that just because something’s the ‘next big thing’, doesn’t necessarily mean associated businesses will make money from it.

I think people sometimes jump on a thematic bandwagon without considering fundamentals such as a company’s gross margin, return on capital employed, moat and so on.

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Bold but true :grin: hopefully anyway