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

50 snips

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.

Ask episode

AI Snips

Chapters

Books

Transcript

Episode notes

INSIGHT

Megatrends vs. Trends

Megatrends are long-lasting structural changes impacting how we live.
Unlike shorter trends or fads, they change behaviors and processes, like smartphones did.

ANECDOTE

Smartphones: A Megatrend Example

Elisa Di Marco, Bryce, and Ren recalled the introduction of the first iPhone.
This anecdote highlighted how smartphones revolutionized technology by becoming pocket computers.

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.

Get the Snipd Podcast app to discover more snips from this episode

Get the app

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/

—------

Enjoy what we do at Equity Mates? Want to help us make it even better? Share your insights and ideas by completing the Equity Mates Community Survey.

—------

Sign up to our daily news email to get the news moving markets delivered to your inbox at 6am every weekday morning. Short, sharp, to the point, it'll get you up to speed in less than 5 minutes.

—------

Want more Equity Mates?

Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)
Watch Equity Mates on YouTube
Pick up our books: Get Started Investing and Don’t Stress, Just Invest
Follow us on social media: Instagram, TikTok, & LinkedIn

—------

In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.

—------

Equity Mates Investing is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.

Hosted on Acast. See acast.com/privacy for more information.