Performance of Megatrends
Let’s start by looking at how the three main strategies—innovation-focused, demographic-focused, and environment-focused megatrends—have performed over the past year within the megatrend universe.
Although headlines and market narratives might lead us to believe that IT themes and technology-focused innovations have dominated the recent period, a closer look at the numbers reveals surprising correlations. In fact, over the past year, it was not technology-focused assets but those related to environmental megatrends that delivered the most outstanding performance. This apparent contradiction is the result of an extremely complex global process: the geopolitical uncertainty caused by the conflict in Iran has heightened the importance of energy security, while the rise of artificial intelligence has generated unprecedented energy demand for data centers. The modernization of energy networks, the compelling demand for renewable resources, and the development of sustainable infrastructure have thus become the true, fundamental drivers of the innovation boom, proving that the green transition is no longer merely a matter of principle but can be a profitable market reality.
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The data contained in this information material are provided for informational purposes only and do not constitute investment advice, an offer, or investment consulting. VIG Investment Fund Management Hungary Ltd. accepts no liability for investment decisions made based on this information or for their consequences. The license number of the Fund Manager for alternative investment fund management (AIFM) is: H-EN-III-6/2015. The license number of the Fund Manager for UCITS fund management (collective portfolio management) is: H-EN-III-101/2016.