Carlos Mejia

Investors will face a rapidly evolving landscape driven by demographic changes, global warming and technological innovation. To be successful, it will be important to separate information from hope, or, like a colleague of mine puts it ‘we should avoid investing by fairytale’.

Demographic changes are inevitable. The retirement of baby boomers will strain pension systems and healthcare resources, while reshaping consumption patterns. This affluent cohort will drive demand for high-quality healthcare, luxury goods, and services that support extended longevity and wellbeing.

Climate change is intensifying the shift toward sustainable investing. Governments, corporates and consumers are increasingly prioritising decarbonisation and ESG principles. Renewable energy, carbon capture technologies and green bonds are poised for explosive growth, demanding strategic allocations toward these areas.  

Technological advances will continue to fuel AI, transformative technologies, cybersecurity concerns, medical innovation, improvements in logistics and every other aspect of our lives. Broader technological innovations, including quantum computing and blockchain, will disrupt industries and expand digital ecosystems. 

The integration of AI and robotics is redefining productivity and innovation across industries. AI-powered decision-making and automation are expected to enhance efficiency, lower costs and create new business models, particularly in sectors like healthcare, manufacturing, agriculture and finance.

The rising frequency of cyberattacks underscores the growing need for robust digital infrastructure. Companies providing cybersecurity solutions will benefit from increased budgets for protection, making this an essential investment theme.